Outlooks 2026: Political Polarization Strains Global Credit

Differing views on politics and the economy are making it harder for lawmakers to agree on issues like trade, immigration, regulation and fiscal policy. In this episode, Moody’s Ratings experts unpack the risk to credit in 2026 and repercussions for businesses and consumers. 

Learn more and watch the full episode at moodys.com/outlooks 

Host: Paloma San Valentin, Managing Director, North America Corporate Finance, Moody’s Ratings 

Guest: Atsi Sheth, Chief Credit Officer, Moody’s Ratings 

Related Research: 

• Credit Conditions – Global – 2026 Outlook – Politics, innovation and extreme weather will drive credit conditions 10 Nov 2025
• Sovereigns - Global - 2026 Outlook - Negative as policy, political risks outweigh pockets of resilience 13 Nov 2025
• Government Policy – US – How credit effects of tax and spending shifts vary across sectors 31 Jul 2025

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