Moody’s Talks – The Big Picture

The digital transformation of the global economy offers big opportunities for companies and governments but also increases their exposure to private and state-backed cyberattacks. In this episode, we talk about the recent rise in these attacks, how new advances like Gen AI are making them more sophisticated, their effects on our assessment of credit risk, and the strategies companies are adopting to protect themselves.Speaker: Leroy Terrelonge, VP-Analyst/Cyber Credit Risk at Moody's RatingsHost: William Foster, Senior Vice President at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The lead analyst for the UK sovereign rating, Evan Wohlmann, joins Colin Ellis to discuss the potential outcomes, policy changes, and the role of Brexit and immigration in shaping the sovereign’s future rating trajectory.Speaker: Evan Wohlmann, VP-Sr Credit Officer at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's RatingsRelated Research:Government Policy – UK: New government could boost growth, but faces fiscal and institutional hurdles  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Last week, President Biden announced that the US will increase tariffs on $18 billion of imports from China in sectors like electric vehicles, semiconductors and solar panels. In this episode, we review the implications of these measures on the US and Chinese economies, the individual sectors we rate, and for the future of US-China trade ties.Speakers: Dima Cvetkova, Analyst/CSR at Moody's Ratings, Elena Duggar, MD-Credit Strategy at Moody's RatingsHost: William Foster, Senior Vice President at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The world of finance is always changing. There’s always a new kid on the block, and one of the fastest growing asset classes in recent years is this thing called private credit. But what exactly is private credit and what kind of risks does it pose? That’s the topic we will be discussing today with Christina Padgett, an associate managing director in our Corporate Finance Group. Speaker: Christina Padgett, Associate Managing Director at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following updates in the first quarter of this year, positive outlooks now outnumber the negative ones we assign to industry sectors globally. In this episode, we speak to Edmond DeForest about the drivers behinds these recent improvements despite the challenges facing the global economy and our expectations for business conditions in the next 12 to 18 months.Speaker: Edmond DeForest, Senior Vice President at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The tone has shifted since the meetings last year to cautious optimism about a soft landing for the global economy. But stubborn inflation, budget constraints and geopolitics present growing concerns, particularly in light of recent events in the Middle East. In this episode, we sit down with Marie Diron and Sarah Carlson from the sovereign team to discuss what this means for the future direction of sovereign ratings.Speakers: Marie Diron, MD-Global Sovereign Risk at Moody's Ratings; Sarah Carlson, Senior Vice President at Moody's RatingsHost: William Foster, Senior Vice President at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a long way to global net zero emissions but some industrial efforts are getting traction. Proof-of-concept has been established in steelmaking, where hydrogen can help replace coal, and in aviation, where some planes are taking to the skies on biofuel. In this episode, we discuss the early stages of this transformation and what it will take to keep it going.Speaker: Rebecca Karnovitz, Vice President, Senior Credit Officer – ESG Group, Moody’s RatingsHost: Sarah Carlson, Senior Vice President – Sovereign Risk Group, Moody’s Ratings  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Computers are not just on your desk. They're in your phones, your cars, your microwave. Even washing machines are now computers. And the demand for the computer chips that these products use is an increasing focus not just for investors but also for governments globally. In this episode, we discuss how this intervention is impacting the big players and where the market is headed with our lead analyst for Nvidia and Intel, Raj Joshi.Speaker: Raj Joshi, Senior Vice President at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exploring corporate default trends and distress exchanges in 2023, with a focus on regional shifts in North and Latin America. Predictions for a decline in default rate to 3.6% by 2024, influenced by rate cuts, private lending, and potential risks like inflation and energy shocks

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 ServiceHost: William Foster, Senior Vice President at Moody’s Investors Service Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.