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
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
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
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
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
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
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
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
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
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
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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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