S&P Global Ratings’ Global Credit Outlook 2024 presents our credit and macroeconomic outlooks for the year ahead, including our base-case forecasts, assumptions, and key risks for what promises to be yet another challenging period for the global economy and markets.
Geopolitical risks have returned to center stage, with the war between Israel and Hamas, the prolonged Russia-Ukraine conflict, and the ongoing U.S.-China tensions. This increased geopolitical fragmentation affects corporates and governments in their strategies for supply chain and energy security, with potential broader implications on food prices, global trade, and inflation—while increasing the potential for event risk.
Aligned with these risks, we answer the pressing Questions That Matter on the geopolitical uncertainties that will shape 2024—collected through our interactions with investors and other market participants.
Speakers
S&P Global Ratings
Alexandra Dimitrijevic - Global Head of Research & Development (Moderator)
Christian Esters – Managing Director, Sovereign and International Public Finance Ratings
Jose Perez-Gorozpe – Head of Emerging Markets Credit Research
Marion Amiot – Head of Climate
S&P Global Commodity Insights
Carlos Pascual - Senior Vice President for Geopolitics & International Affairs