Moody's, Fitch revise rating outlooks higher
Resilient U.S. consumers, tariff threats, immigration shifts potentially inflationary
Sector's strong profits, stable leverage to offset downside risks
With strong financials and easing regulation, conditions are ripe for more dealmaking, Fitch says
Sector to enjoy strong volumes, diversification, helpful regulation: Fitch
Easing economic, financial conditions point to growth for fund managers
Tax cuts, tariffs, immigration policy poses risk to economic, credit conditions: Fitch
Delinquencies, charge-off rates largely stable, despite financial stresses
Corporate spending expectations up significantly from previous forecast
Firms strong enough to face down weak flows, growing margin pressure