Skip to main content

Credit Ratings and Global Bias: A Structural Inequity in Financial Perception

 

Credit rating agencies—Fitch, Moody’s, and Standard & Poor’s—are among the most powerful institutions in global finance. Their evaluations affect everything from borrowing costs and investor confidence to the fate of national economies. However, a stark contrast in how these agencies rate African nations versus Western powers, particularly the United States, reveals troubling evidence of systemic bias embedded in the international credit rating regime.

The Disparity: African Ratings vs. U.S. Ratings

Ghana, Kenya, and Nigeria have received some of the lowest ratings on the credit spectrum. As of 2025:

Ghana is rated RD (Restricted Default) by Fitch, SD (Selective Default) by S&P, and Ca by Moody’s.

Kenya holds a B or B3 rating—deep in speculative territory.

Nigeria hovers just above default at B- or Caa1.

Meanwhile, the United States still retains ratings like AA+ (Fitch and S&P) and Aaa (Moody’s), placing it in the safest investment category.

This remains the case despite:

A political environment marked by fiscal brinkmanship (e.g., repeated debt ceiling crises and government shutdowns).

A significant GDP slowdown in Q1 2025, with revised growth falling below expectations.

Self-inflicted economic harm through trade wars and tariffs initiated by the Trump administration and revived post-election.

A failure by agencies to predict or adequately warn about these disruptions, instead offering post-election optimism.

Double Standards in Credit Analysis

This discrepancy is not simply a technical matter of economic fundamentals. In fact, African nations have historically been punished in advance for perceived risk, while the United States is rewarded with optimism and leniency, even amid clear evidence of dysfunction.

Consider the following:

Trump’s 2024 re-election was followed by rating affirmations or upgrades, despite widespread concern over his economic policies, trade threats, and budgetary volatility.

African countries are rarely, if ever, given the benefit of the doubt. Structural reforms, growing domestic revenue bases, or democratic transitions are often dismissed or ignored in the rating methodology.

No major agency downgraded the U.S. in response to January 2025's tariff escalation, which had immediate negative effects on global markets, inflation, and GDP growth.

Systemic Implications

The message this sends to investors and governments is clear: Western democracies can afford policy failure—African nations cannot. This perpetuates a cycle where:

African countries face higher borrowing costs, regardless of economic management.

International investors are steered away from African debt.

U.S. economic mismanagement is buffered by global confidence in American exceptionalism, not empirical data.

This isn’t merely unfair—it’s dangerous. It distorts the global financial system and undermines efforts to build equitable capital markets.

What This Bias Reflects

This disparity reflects a broader narrative:

The credit rating system is not neutral—it mirrors global power hierarchies.

It penalizes Black and African nations for structural disadvantages they did not create, while rewarding Western powers for their dominance, regardless of performance.

Conclusion: Toward a Fairer Credit Assessment System

The current system urgently requires reform. An equitable credit rating regime would:

Separate politics from credit fundamentals.

Use consistent benchmarks across regions.

Recognize the unique economic challenges and progress made by developing nations.

Until then, the international credit rating agencies must be seen for what they are: tools of a global financial system that favors the powerful and punishes the vulnerable—not neutral arbiters of risk.

Popular posts from this blog

Kamalanomics: Home and Health

Vice President Kamala Harris recently unveiled her economic plan, which builds upon and expands several initiatives from the Biden administration while adding new elements aimed at addressing economic challenges faced by American families. Her plan, dubbed the "Opportunity Economy" agenda, focuses on lowering costs for essential goods and services, particularly targeting housing, healthcare, and groceries. Key Components: 1. Housing: Harris proposes constructing three million new homes to address the housing supply crunch, which is more ambitious than Biden's two-million-home plan. She also advocates for a $40 billion "innovation fund" to encourage local governments to find solutions to housing shortages and make it harder for investment companies to buy up large numbers of rental properties, which has driven up rent prices. (See: Comments to the CalPERS Board of Administration, July 15, 2024 on Housing and Environmental Investing.) 2. Healthcare: Expanding on B...

Maternal Health Financing Facility for Black Women: A Solution to an Urgent Problem

Maternal mortality is a significant issue in the United States, with Black women disproportionately affected. Research conducted by the Centers for Disease Control and Prevention (CDC) has shown that Black women are more likely to die from pregnancy-related causes than their white counterparts. However, the issue is not new, and despite the increasing amount of data available, the disparities have remained unaddressed for far too long.  Creative Investment Research (CIR) is among the organizations that believe there is a solution to the problem. Through our proposed impact investing vehicle , the Maternal Health Financing Facility for Black Women (MHFFBW), we aim to tackle the mortality gap and support Black women during childbirth, which will, in turn, benefit their communities. The Facility, based on legally binding financing agreements containing terms and conditions that direct resources to individuals and institutions capable of addressing supply-side conditions at the heart...

William Michael Cunningham on Impact Investing, Blockchain, and Crowdfunding

September 2018 - 10 Questions William Michael Cunningham on Impact Investing, Blockchain, and Crowdfunding Interview by Carly Schulaka WHO: William Michael Cunningham WHAT: Economist, impact investing specialist, founder of Creative Investment Research WHAT'S ON HIS MIND: “Any finance professional in the U.S. should learn how to create a blockchain.” 1. You are an economist, an inventor, and an impact investing specialist. I’ve heard you say: “True innovation happens in a way that is independent of monetary returns.” How does this statement influence your work? It’s really about finding an interesting problem and applying financial technology to solving that problem or to dealing with that problem. You know, the people who invented the alphabet didn’t do so to make money. They had an interesting problem—communication on both a local and a grand scale—and if you were to calculate the social return for the invention of that technology or technique, it’s almost infinit...