Moody’s Talks – The Big Picture

In this episode of the Big Picture podcast, we discuss our forecasts for G20 economic growth and inflation next year, and what this means for companies, lenders and governments.Speakers: Elena Duggar, MD-Credit Strategy; Madhavi Bokil, Senior VP-Credit StrategyHost: Sarah Carlson, Senior VP-SovereignRelated Research:Global Macro Outlook 2024-25: G-20 growth dynamics diverge amid ongoing global slowdown Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Big Picture podcast, we discuss what is driving the recent fall in freight rates and what this could mean for the sector’s efforts to decarbonize and the global economy.Guests: Daniel Harlid, VP-Senior Credit Officer within the Corporate Finance Group at Moody’s Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist 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.

Our forecasts suggest a decline in debt/GDP ratios for around 80 of the 140 sovereigns we rate next year. However, social and environmental demands, coupled with higher-for-longer interest rates, pose larger fiscal challenges for some.Guests: Marie Diron, MD – Global Sovereign Risk, and Sarah Carlson, Senior Vice President 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.

In this episode of the Big Picture podcast, we discuss the narrative around the dollar’s demise, the implications for the global economy and the viability of its rivals.Guests: Al Wilson, Chief Credit Officer at Moody’s Investors Service (MIS), and William Foster, Senior Vice President at Moody’s Investors ServiceHost: Sarah Carlson, 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.

Vincent Gusdorf and Christian Fang discuss the hype around generative AI, sectors at the forefront of AI's potential, challenges and downsides of integrating AI, and the economic implications of AI including increased productivity and innovation.

In this episode of the Big Picture podcast, we delve into the world of shadow banking, exploring its recent rapid growth, where we think the risks are, the challenges facing regulators, and the potential threats to financial stability.Guests: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service, and Michael Taylor, MD-Credit Strategy at Moody’s Investors ServiceHost: Jennifer Wong, VP-Sr Credit Officer 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.

Barring gains in productivity, participation rates, skills, education and experience, the coming drag on growth and public finances will be significant.Guests: Christian de Guzman, Senior Vice President/Manager at Moody’s Investors Service, and Anushka Shah, Vice President-Senior Credit Officer 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.

On this episode of the Big Picture podcast, our analysts explore the situation in labor markets and its broader implications for the global economy and corporate credit quality.Guests: Yasmina Serghini, Managing Director within the Corporate Finance Group at Moody’s Investors Service, and Gabriel Agostini, Assistant Vice President within the Credit Strategy and Research Group at Moody’s Investors ServiceHost: Jennifer Wong, Vice President – Senior Credit Office within the Sub-Sovereign Group 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.

As higher borrowing costs and structural shifts compound cyclical trends in commercial real estate, our analysts explain where the risks lie and how they could affect lenders and the broader economy. Guests: Ana Arsov, MD- Financial Institutions at Moody’s Investors Service, Keith Banhazl, MD-Structured Finance at Moody’s Investors Service and Matthias Hellstern, MD-Corporate Finance at Moody’s Investors ServiceHost: William Foster, Senior Vice President within the Sovereign Risk team 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.

Policy rates may be approaching their peaks, but central bankers are unlikely to change course anytime soon. In this episode of The Big Picture podcast, we discuss what this means for credit risk.Guests: Atsi Sheth, MD-Global Strategy & Research at Moody’s Investors Service, and Jorge Rodriguez-Valez, Senior Vice President within Global Strategy & Research at Moody’s Investors ServiceHost: Sarah Carlson, Senior Vice President within the Sovereign Risk team 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.