Episodi
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The tone has shifted since the meetings last year to cautious optimism about a soft landing for the global economy. But stubborn inflation, budget constraints and geopolitics present growing concerns, particularly in light of recent events in the Middle East. In this episode, we sit down with Marie Diron and Sarah Carlson from the sovereign team to discuss what this means for the future direction of sovereign ratings.
Speakers: Marie Diron, MD-Global Sovereign Risk at Moody's Ratings; Sarah Carlson, Senior Vice President at Moody's Ratings
Host: William Foster, Senior Vice President at Moody's Ratings
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It’s a long way to global net zero emissions but some industrial efforts are getting traction. Proof-of-concept has been established in steelmaking, where hydrogen can help replace coal, and in aviation, where some planes are taking to the skies on biofuel. In this episode, we discuss the early stages of this transformation and what it will take to keep it going.
Speaker: Rebecca Karnovitz, Vice President, Senior Credit Officer – ESG Group, Moody’s Ratings
Host: Sarah Carlson, Senior Vice President – Sovereign Risk Group, Moody’s Ratings
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Episodi mancanti?
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Computers are not just on your desk. They're in your phones, your cars, your microwave. Even washing machines are now computers. And the demand for the computer chips that these products use is an increasing focus not just for investors but also for governments globally. In this episode, we discuss how this intervention is impacting the big players and where the market is headed with our lead analyst for Nvidia and Intel, Raj Joshi.
Speaker: Raj Joshi, Senior Vice President at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
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Female labour participation rates have more than recovered losses sustained during the pandemic. The associated boost in economic activity and support to households is positive for a range of issuers.
Speakers: Dawn Holland, Director-Economic Research at Moody's Analytics; Ana Rayes, VP-Senior Analyst at Moody's Investors Service
Host: William Foster, Senior Vice President at Moody’s Investors Service
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Around €300 billion of European spec-grade corporate debt needs refinancing by 2026, but uncertain market access, slower growth and higher interest rates increase risks for some lower rated entities.
Speaker: Martin Hallmark, Senior Vice President-CFG at Moody's Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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Since 2020, there have been 20 sovereign defaults, surpassing the total in the entire previous decade. What factors led to this point, where are they concentrated and will they continue?
Speakers: William Foster, Senior Vice President at Moody’s Investors Service; David Rogovic, VP-Sr Credit Officer at Moody's Investors Service
Host: Sarah Carlson, Senior Vice President at Moody’s Investors Service
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Strong policies, innovation and falling costs are set to propel green capital spending this year. However, a busy election calendar and slowing economic growth could temper that momentum.
Speaker: Rahul Ghosh, MD-Sustainable Finance at Moody's Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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A $4 billion fine for the cryptocurrency exchange Binance indicates greater regulatory focus that could bring more security and confidence to the crypto sector.
Speaker: Cristiano Ventricelli, VP-Senior Analyst/DFDA at Moody's Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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In this episode of the Big Picture podcast, we delve into the factors underpinning our recent decision to change the outlook on the Chinese sovereign rating to negative.
Speaker: Gene Fang, Associate Managing Director - Sovereign Risk Group at Moody's Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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The conflict's credit effects should be limited to Israeli issuers, but an escalation that disrupts global energy and financial markets would widen the scope significantly.
Speakers: Kathrin Muehlbronner, Senior VP-Sovereign Risk at Moody's Investors Service; Laura Perez, Associate MD-Credit Strategy at Moody's Investors Service
Host: William Foster, Senior Vice President at Moody’s Investors Service
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In this episode of the Big Picture podcast, we delve into the reasons behind our outlook change, factors supporting the Aaa rating and opportunities to slow a decline in fiscal strength.
Speaker: William Foster, Senior Vice President at Moody’s Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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In this episode of the Big Picture podcast, we discuss our forecasts for G20 economic growth and inflation next year, and what this means for companies, lenders and governments.
Speakers: Elena Duggar, MD-Credit Strategy; Madhavi Bokil, Senior VP-Credit Strategy
Host: Sarah Carlson, Senior VP-Sovereign
Related Research:
Global Macro Outlook 2024-25: G-20 growth dynamics diverge amid ongoing global slowdown -
In this episode of the Big Picture podcast, we discuss what is driving the recent fall in freight rates and what this could mean for the sector’s efforts to decarbonize and the global economy.
Guests: Daniel Harlid, VP-Senior Credit Officer within the Corporate Finance Group at Moody’s Investors Service
Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service
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Our forecasts suggest a decline in debt/GDP ratios for around 80 of the 140 sovereigns we rate next year. However, social and environmental demands, coupled with higher-for-longer interest rates, pose larger fiscal challenges for some.
Guests: Marie Diron, MD – Global Sovereign Risk, and Sarah Carlson, Senior Vice President at Moody’s Investors Service
Host: William Foster, Senior Vice President at Moody’s Investors Service
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In this episode of the Big Picture podcast, we discuss the narrative around the dollar’s demise, the implications for the global economy and the viability of its rivals.
Guests: Al Wilson, Chief Credit Officer at Moody’s Investors Service (MIS), and William Foster, Senior Vice President at Moody’s Investors Service
Host: Sarah Carlson, Senior Vice President at Moody’s Investors Service
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In this episode of the Big Picture podcast, we discuss the hype around generative AI, which sectors and countries stand to gain most, and the risks they need to manage.
Guests: Vincent Gusdorf, Senior Vice President within the Digital Finance group at Moody’s Investors Service (MIS), and Christian Fang, VP-Senior Analyst in the Sovereign Risk group at MIS.
Host: Matt Bridle, AVP within the Research Group at Moody’s Investors Service
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In this episode of the Big Picture podcast, we delve into the world of shadow banking, exploring its recent rapid growth, where we think the risks are, the challenges facing regulators, and the potential threats to financial stability.
Guests: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service, and Michael Taylor, MD-Credit Strategy at Moody’s Investors Service
Host: Jennifer Wong, VP-Sr Credit Officer at Moody’s Investors Service
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Barring gains in productivity, participation rates, skills, education and experience, the coming drag on growth and public finances will be significant.
Guests: Christian de Guzman, Senior Vice President/Manager at Moody’s Investors Service, and Anushka Shah, Vice President-Senior Credit Officer at Moody’s Investors Service
Host: William Foster, Senior Vice President at Moody’s Investors Service
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On this episode of the Big Picture podcast, our analysts explore the situation in labor markets and its broader implications for the global economy and corporate credit quality.
Guests: Yasmina Serghini, Managing Director within the Corporate Finance Group at Moody’s Investors Service, and Gabriel Agostini, Assistant Vice President within the Credit Strategy and Research Group at Moody’s Investors Service
Host: Jennifer Wong, Vice President – Senior Credit Office within the Sub-Sovereign Group at Moody’s Investors Service
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