Episodi
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In this episode, we unpack the new Moody’s Ratings forecasts for the global economy and explain why there could be bright spots amid a myriad of risks. Join our analysts as they delve into topics like potential changes in US policy, the effects of stimulus on the Chinese economy, and whether Europe is headed for stagnation.
Guests: Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk at Moody’s Ratings; Madhavi Bokil, Head of Macro Research at Moody’s Ratings
Host: Colin Ellis, Head of Center for Credit Research, Moody’s Ratings
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Policymakers and key stakeholders will soon converge on Baku, Azerbaijan for the 29th United Nations Climate Change Conference to find ways of boosting spending on climate initiatives. Rahul Ghosh, Global Head of Sustainable Finance, and Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk at Moody’s Ratings, discuss the challenges, potential solutions, and expectations.
Speakers: Rahul Ghosh, Global Head of Sustainable Finance at Moody's Ratings; Marie Diron, Global Head of Sovereign and Sub-Sovereign Risk at Moody’s Ratings
Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings
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Episodi mancanti?
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In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change.
Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings
Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings
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Sarah Carlson is joined by the lead analyst for the US, William Foster, and Chief Credit Officer for the Americas, Elena Duggar, to discuss their expectations for fiscal, trade and immigration policy under both US presidential candidates, and what they could mean for the US economy and credit.
Speakers: William Foster, Senior Vice President at Moody's Ratings; Elena Duggar, MD-Credit Strategy at Moody's Ratings
Host: Sarah Carlson, Senior Vice President at Moody's Ratings
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In today’s episode, we’re joined by Hans Peter Lankes, Managing Director of the think tank ODI, as well as Kathrin Muehlbronner from Moody’s Ratings to discuss the effectiveness of recent reform proposals in increasing the lending capacity of multilateral development banks (MDBs) and what they think is needed for MDBs to better address global challenges like climate change, poverty, and inequality.
Speakers: Hans Peter Lankes, Managing Director of ODI; Kathrin Muehlbronner, Senior Vice President at Moody's Ratings
Host: Sarah Carlson, Senior Vice President at Moody's Ratings
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China has rapidly become the largest producer of electric vehicles (EV) globally, with a nearly 40% increase in sales volume last year. In this episode, Colin Ellis talks with our analyst Gerwin Ho about the drivers behind this growth, how a drive to boost scale amid intense domestic competition has prompted them to look elsewhere and the difficulties they will encounter in boosting exports and setting up overseas production.
Speaker: Gerwin Ho, VP-Senior Credit Officer, Corporate Finance Group at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
Related Research:
Auto and Auto Parts Manufacturers – China: Chinese EV makers will broaden expansion into emerging markets amid US, EU tariffs -
With macroeconomic matters moderating, geopolitics has taken center stage with conflicts in the Middle East and elsewhere threatening the world order. In this episode, host Colin Ellis calls on NATO advisor and geopolitics expert Klaus Dodds to assess today’s political and environmental flash points. Dodds sees a “world full of wicked problems” and considers some pragmatic outcomes, including potential Ukrainian concessions to Russia.
Speaker: Klaus Dodds, Executive Dean and Professor of Geopolitics of the School of Life Sciences at Royal Holloway, University of London
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
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We forecast growing demand for cloud services, the adoption of new AI products and cryptocurrencies will see investment in new data center capacity exceed $2 trillion globally over the next five years. But real customer demand and continued technological improvements could limit the amount of data center capacity that is actually needed over the longer term. In this episode, John Medina explains what risks this uncertainty poses to investors in the corporate credit, leveraged loan, bank, CMBS, ABS, private credit and project finance markets.
Speaker: John Medina, Senior Vice President at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
Related Research:
Data Centers – Global: Rapid capacity growth to serve surging computing demand poses long-term risks -
On 7 July, France held the second and final round of legislative elections, which produced a shock upset for Marine Le Pen’s Rassemblement National party after strong first round. But with no clear path to a majority and France’s inexperience with broad political coalitions, the country now faces an uncertain political future.
Sarah Carlson discusses what this could mean for the French sovereign rating and the rest of Europe.
Speaker: Sarah Carlson, Senior Vice President at Moody's Ratings
Host: William Foster, Senior Vice President at Moody's Ratings
Related Research:
Government of France: FAQ on hung parliament following National Assembly elections -
The digital transformation of the global economy offers big opportunities for companies and governments but also increases their exposure to private and state-backed cyberattacks. In this episode, we talk about the recent rise in these attacks, how new advances like Gen AI are making them more sophisticated, their effects on our assessment of credit risk, and the strategies companies are adopting to protect themselves.
Speaker: Leroy Terrelonge, VP-Analyst/Cyber Credit Risk at Moody's Ratings
Host: William Foster, Senior Vice President at Moody's Ratings
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The lead analyst for the UK sovereign rating, Evan Wohlmann, joins Colin Ellis to discuss the potential outcomes, policy changes, and the role of Brexit and immigration in shaping the sovereign’s future rating trajectory.
Speaker: Evan Wohlmann, VP-Sr Credit Officer at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
Related Research:
Government Policy – UK: New government could boost growth, but faces fiscal and institutional hurdles -
Last week, President Biden announced that the US will increase tariffs on $18 billion of imports from China in sectors like electric vehicles, semiconductors and solar panels. In this episode, we review the implications of these measures on the US and Chinese economies, the individual sectors we rate, and for the future of US-China trade ties.
Speakers: Dima Cvetkova, Analyst/CSR at Moody's Ratings, Elena Duggar, MD-Credit Strategy at Moody's Ratings
Host: William Foster, Senior Vice President at Moody's Ratings
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The world of finance is always changing. There’s always a new kid on the block, and one of the fastest growing asset classes in recent years is this thing called private credit. But what exactly is private credit and what kind of risks does it pose? That’s the topic we will be discussing today with Christina Padgett, an associate managing director in our Corporate Finance Group.
Speaker: Christina Padgett, Associate Managing Director at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
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Following updates in the first quarter of this year, positive outlooks now outnumber the negative ones we assign to industry sectors globally. In this episode, we speak to Edmond DeForest about the drivers behinds these recent improvements despite the challenges facing the global economy and our expectations for business conditions in the next 12 to 18 months.
Speaker: Edmond DeForest, Senior Vice President at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
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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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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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