With a slower economy in the central business district, the city projects deficits and we’ve changed our outlook to negative. We’ve done the same for Bay Area Rapid Transit with its ridership drop.
Guests: Joe Manoleas, Assistant Vice President - Analyst, Moody’s Investors Service and Maddie Atkins, Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to subscribers):
Suspension of commercial shipping in the Suez Canal and reduced activity in the drought-afflicted Panama Canal have the potential to reduce revenue at key US ports.
Guest: Moses Kopmar, Vice President – Senior Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
Pension liabilities for large local governments are falling because of higher interest rates. This dynamic — and greater contributions —bodes well for credit quality, though investment risk lingers.
Guest: Tom Aaron, Vice President – Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
While pandemic pain lingers, our higher education outlook has improved to stable from negative as revenue grows, margins steady and balance sheets remain generally healthy.
Guest: Chris Collins, Vice President – Senior Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
We have revised our outlook for the US not-for-profit healthcare sector to stable from negative as a recovery takes hold, largely driven by a slowdown in the growth rate of labor costs.
Guest: Matt Cahill, Assistant Vice President – Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to subscribers):
States’ pension liabilities, a source of credit stress for years, are declining and providing financial flexibility. In England, some local governments are grappling with substantial deficits.
Guests: Sunny Zhu, Assistant Vice President – Analyst, Moody’s Investors Service and Zoe Jankel, Vice President – Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to subscribers):
With a slower economy in the central business district, the city projects deficits and we’ve changed our outlook to negative. We’ve done the same for Bay Area Rapid Transit with its ridership drop.
Guests: Joe Manoleas, Assistant Vice President - Analyst, Moody’s Investors Service and Maddie Atkins, Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to subscribers):
States with legal recreational marijuana are generating tax dollars for various needs, but no more than Nevada’s 2.5% of state revenue. Policy changes, however, have the potential to boost the amount.
Guest: Greg Sobel, Assistant Vice President – Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
With bankruptcy to shed debt and stay open largely unviable, colleges grappling with falling enrollment and rising costs are increasingly closing. In a shutdown, bondholder outcomes are a wild card with the amount of reserves on hand and value of real estate assets playing a role.
Guest: Susan Shaffer, Vice President – Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
ChatGPT’s rollout has sharpened universities’ focus on AI pitfalls such as cheating and benefits like improved educational outcomes. Plus, US ports’ cargo volumes are way down, but business models and finances provide stability.
Guests: Patrick Ronk, Analyst – Moody’s Investors Service and Moses Kopmar, Vice President – Senior Analyst, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users and subscribers):
Kevyn Orr, who led Detroit’s 2013 bankruptcy filing, weighs in on why the landmark event enabled a turnaround for the city and recounts some of the restructuring’s peculiarities, including Renoir’s involvement. At Moody’s, the bankruptcy marked such an inflection point that it prompted changes in our credit analysis. Naomi Richman, a senior vice president in our Public Finance Group, joins the podcast at about the 22:30 mark to comment on those shifts and other reverberations from the Detroit case, while analyst David Strungis discusses the city’s current credit trajectory.
Guests: Kevyn Orr, Partner-in-Charge, U.S. Offices, Jones Day; Naomi Richman, Senior Vice President, Moody’s Investors Service; David Strungis, Vice President-Senior Analyst, Moody’s Investors Service
Host: Nick Samuels – Senior Vice President, Moody’s Investors Service
Related content on Moodys.com (may only be available to registered users or subscribers):
Stay up to date
For any inquiries, please email us at hello@podcastworld.io