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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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With an EPA proposal, US municipal utilities and cities are facing mounting costs to remove toxic PFAS, also known as forever chemicals, from drinking water. Yet the utilities’ ability to raise customer rates to recoup costs will limit credit risks. Meanwhile, companies that make the chemicals or products with them are dealing with a barrage of lawsuits similar to what hit Big Tobacco and opioid makers.
Guests: Helen Cregger, Vice President – Senior Credit Officer, Moody’s Investors Service; Ryan Patton, Assistant Vice President – Analyst, Moody’s Investors Service; John Rogers, Senior Vice President, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
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Moody’s analysts discuss accelerating electric vehicle sales’ effects on US auto insurers and auto finance captives, and implications for state fuel taxes.
Speakers: Matthias Heck, VP – Senior Credit Officer, Moody’s Investors Service; Inna Bodeck, VP – Senior Analyst, Moody’s Investors Service; Jasper Cooper – VP – Senior Credit Officer, Moody’s Investors Service; Ted Hampton, VP – Senior Credit Officer, Moody’s Investors Service
Hosts:
Nicholas Samuels, Senior Vice President, Moody’s Investors Service; Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service
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Weak investment returns have chipped away at endowment values, but universities manage endowments with expectations of volatility, easing some of the adverse credit effects.
Guests: Liz Clark, vice president for policy and research, National Association of College and University Business Officers (NACUBO) and Susan Shaffer, Vice President – Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Hospital credit stress is not going away as labor costs, largely driven by a nursing shortage, drive up expenses and capacity constraints squeeze revenue.
Guests: Brad Spielman, Vice President - Senior Credit Officer, Moody’s Investors Service and Dan Steingart, Vice President - Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
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The faltering economy threatens to slow growth in travel and cargo volumes, which underpin credit quality for the three infrastructure sectors. All three, however, have strong balance sheets and other advantages that will help them navigate the difficulties.
Guests: Ursula Cassinerio, Assistant Vice President – 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
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Muniland welcomes New York City’s comptroller to discuss the city’s first social bond, affordable housing, his push to increase budget reserves and what’s next for the city’s economy.
Guest: Brad Lander, New York City comptroller
Host: Nick Samuels, Senior Vice President, Moody’s Investors Service
Macroeconomic conditions, enrollment troubles and muted revenue growth will continue to hinder colleges and universities. For mass transit, a weak ridership recovery and looming end to federal pandemic aid signal more tough times ahead.
Guests: Susan Shaffer, Vice President-Senior Credit Officer, Moody’s Investors Service; Jared Brewster, Vice President-Senior Analyst, Moody’s Investors Service; Baye Larsen, Vice President-Senior Credit Officer, Moody’s Investors Service
Host: Nick Samuels – Senior Vice President, Moody’s Investors Service
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A one-notch upgrade has Chicago moving into investment grade. The city is set to benefit from a policy calling for greater pension contributions aimed at preventing growth in its unfunded pension burden.
Guests: Rachel Cortez, Associate Managing Director, Moody’s Investors Service and David Levett, Vice President – Senior Analyst, Moody’s Investors Service
Host: Nick Samuels – Senior Vice President, Moody’s Investors Service
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A less-discussed part of the plan, which revamps income-driven undergraduate loan payments, will boost enrollment. Plus, Florida municipal issuers have tools to limit Hurricane Ian credit risks.
Guests: Patrick Ronk, Analyst, Moody’s Investors Service; Lauren Von Bargen, Assistant Vice President - Analyst, Moody’s Investors Service; Val Gomez, Vice President – Senior Analyst, Moody’s Investors Service
Host: Nick Samuels – Senior Vice President, Moody’s Investors Service
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With flush rainy day funds and flexibility to cut costs, states are poised to avoid credit stress if a severe economic tailspin or even a recession takes hold. Plus, housing finance agencies’ credit quality remains strong, but the HFAs face challenges in the current economic environment.
Guests: Sunny Zhu, Assistant Vice President-Analyst, Moody’s Investors Service; Pisei Chea, Vice President-Senior Analyst, Moody’s Investors Service; Rachael McDonald, Associate Managing Director, Moody’s Investors Service; Omar Ouzidane, Vice President-Senior Analyst, Moody’s Investors Service
Host: Nick Samuels – Senior Vice President, Moody’s Investors Service
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