惠誉评级在一份报告中指出,美国政策动向与即将到来的选举为拉美企业原本稳定的信用前景增添了不确定性。该机构表示:"多数行业将受益于足以支撑信用韧性的经济环境。"区域内银行因"适度的信贷增长、稳健的资本充足率与充裕流动性"而获得支撑,非银金融机构的"流动性管理相对完善"。惠誉补充称,通胀趋缓与利率下行有望利好拉美保险业,但"美国政策——特别是关税与贸易相关领域——仍是重大不确定因素"。尽管地方政治会加剧风险,但选举"不会引发宏观经济政策的实质性转向"。
惠誉评级在一份报告中指出,美国政策动向与即将到来的选举为拉美企业原本稳定的信用前景增添了不确定性。该机构表示:"多数行业将受益于足以支撑信用韧性的经济环境。"区域内银行因"适度的信贷增长、稳健的资本充足率与充裕流动性"而获得支撑,非银金融机构的"流动性管理相对完善"。惠誉补充称,通胀趋缓与利率下行有望利好拉美保险业,但"美国政策——特别是关税与贸易相关领域——仍是重大不确定因素"。尽管地方政治会加剧风险,但选举"不会引发宏观经济政策的实质性转向"。
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