Insight Weekly: US election scenarios; borrowing costs rise; commercial REIT fears

US midterm election scenarios: Divided Congress is most likely outcome

In the U.S. midterm elections on Nov. 8, we expect the most likely outcome will be that Democrats retain the Senate, and Republicans win the House of Representatives.

—Read more on ihsmarkit.com.

US Midterms 2022: Energy policy battles play out in key races for Congress

The outcome of individual races in the House and Senate will decide who sits on and helps lead key committees and whether champions of recent energy policies remain in Congress.

—Read more on S&P Global Market Intelligence.

Calif. sports betting ballot issues top Senate races in midterm spending

Kantar Media estimates some $400 million has already been spent in support or opposition to a pair of sports betting propositions in California, topping spending on any candidate race in the 2022 midterm cycle.

—Read more on S&P Global Market Intelligence.

Bank watchdog's credit card late fee project could hit small institutions hard

Experts anticipate community banks and credit unions will be most impacted by the Consumer Financial Protection Bureau's impending change to credit card late fees, although it is unclear exactly what the agency will change.

—Read more on S&P Global Market Intelligence.

Proposed FDIC rule may discourage largest banks from offering loan modifications

The Federal Deposit Insurance Corp. proposed that banks with $10 billion or more in assets begin using "modifications to borrowers experiencing financial difficulty" in calculating what they owe to the Deposit Insurance Fund.

—Read more on S&P Global Market Intelligence.

Indian bank stocks shine in Q3 on strong metrics, growth prospects

Conversely, mainland China banks took a majority of slots on the list of 15 Asia-Pacific bank stocks with the lowest total returns in the third quarter, according to data compiled by S&P Global Market Intelligence.

—Read more on S&P Global Market Intelligence.

Turkish lenders lead European bank stocks in Q3

Stocks of Turkish banks rose steadily in the two months to mid-September but have since plummeted on the back of soaring inflation and interest rate cuts.

—Read more on S&P Global Market Intelligence .

Allstate, Progressive shares outperform market, peers YTD despite turmoil

The outlook for property and casualty insurers remains generally positive even after Hurricane Ian, given the industry's ability to weather one or two major events each year.

—Read more on S&P Global Market Intelligence .

8 US REITs, 1 Canadian REIT increase dividend payments in September

The dividend increases announced in September bring the year-to-date total to 83 for U.S. real estate investment trusts and nine for REITs based in Canada.

—Read more on S&P Global Market Intelligence.

Global venture capital investments drop YOY in September

The number of funding rounds with venture capital participation declined 30.3% to 1,438 rounds, from 2,063 in September 2021, according to S&P Global Market Intelligence data.

—Read more on S&P Global Market Intelligence.

Brazil's first-round election results increase risk of gridlock in Congress, posing hurdles to fiscal consolidation

In the general elections in Brazil, former President Luiz Inácio Lula da Silva of the leftist Workers' Party and incumbent far-right President Jair Bolsonaro of the Liberal Party came first and second, respectively, in the first round of voting on Oct. 2.

—Read more on ihsmarkit.com.

Global borrowing costs surge on rising rates, reduced liquidity

With central banks continuing to hike interest rates to fend off runaway inflation, yields on government bonds look set to rise further, raising borrowing costs for governments and companies alike.

—Read more on S&P Global Market Intelligence.

RRA Research: Mapping communities eligible for additional Inflation Reduction Act incentives

More than 2,800 U.S. census tracts and over 100 metropolitan and nonmetropolitan statistical areas will qualify as energy communities per an S&P Global Commodity Insights analysis of the Inflation Reduction Act's qualifying criteria.

—Read more on S&P Global Market Intelligence.

Britain contrasts European neighbors with 'bizarre' energy-saving messaging

The British government's hesitancy to urge the public to save energy juxtaposes with the approach of other European nations and means the country is walking "unprepared" into the winter, industry observers said.

—Read more on S&P Global Market Intelligence.

Midstream sector's spending plans, LNG exposure in spotlight for Q3 earnings

Most of the 12 major North American midstream companies covered by S&P Global Market Intelligence should record year-over-year gains in adjusted EBITDA, and all should report increased revenue, according to analyst consensus.

—Read more on S&P Global Market Intelligence.

451 Research: Broadcom extends its network chips to 800 Gbps

The Tomahawk 5 is intended to help Broadcom maintain its market position in merchant Ethernet chips and is well-suited for hyperscale datacenters and public clouds. But Broadcom faces its strongest competition in a long time from Nvidia and Marvell.

—Read more on S&P Global Market Intelligence

Metals And Mining Research: State of the Market – June quarter 2022

Despite most key sector indicators, such as market prices, fundraising and exploration, beginning the quarter at or near historical highs, macroeconomic uncertainty precipitated declining trends.

—Read more on S&P Global Market Intelligence

Solar supply chain braces for reshuffle as EU embarks on forced labor ban

The EU has committed to banning products made by using forced labor, and in the energy sector this heightens focus on the human rights record of solar supply chains.

—Read more on S&P Global Market Intelligence.

La. treasury divests from BlackRock over ESG but spares big pension funds

The decision to remove BlackRock from the state's treasury fund is part of a backlash from Republican-led states opposed to policies they say will hurt their energy industries.

—Read more on S&P Global Market Intelligence.

Deal Profile: Illinois-based Fisher Bancorp to acquire in-state peer Butler Point

Read on S&P Global Market Intelligence.  

Media, telecom M&A advisory ranks unchanged as Q3'22 dealmaking slows

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M&A Replay: Cosan's $4B Vale stake buy tops metals, mining M&A for week ended Oct. 7

Read on S&P Global Market Intelligence.  

J.P. Morgan takes lead by number of utility M&A deals through Q3'22

Read on S&P Global Market Intelligence.