Otsi (Otzi) Shate

Otsi Shate, Chief Credit Officer at Moody's Ratings, shares insights on the global credit outlook for 2026, emphasizing resilient growth and the impact of geopolitical risks. He discusses the implications of rising Japanese government bond yields and how they reflect broader market shifts. The panel also analyzes significant market rebounds after a sell-off, touching on trends in retail, airlines, and housing stocks, while exploring opportunities within the credit markets amidst current economic challenges.