Ranjini Venkatesan and Jacintha Poh of the Corporates team and Andrew Blease of the Infrastructure Finance team discuss remote work, office space, business travel and commuting in Europe, Asia-Pacific and the Americas in light of the pandemic.R

Supply chain disruptions will shape credit conditions in 2022, contribute to production shifts

Dec 13th, 2021 17m 15s

In this episode of Moody’s Talks – Outlook Connections, Anushka Shah from the Sovereign team and Daniel Harlid and Christina Boni from the Corporates team join host Natasha Brereton-Fukui to discuss how the supply chain weaknesses exposed by th

Sectors exposed to housing are strong but cooling as pandemic aid tapers

Dec 8th, 2021 20m 43s

Warren Kornfeld from the Banking team, Rachael McDonald from Public Finance, Kelly Chen and Natalia Gluschuk from Corporates and Barbara Rismondo from Structured Finance discuss the outlook for sectors exposed to the US, European and Chinese h

CLO demand continues to surge amid weakening loan structures

Dec 3rd, 2021 13m 21s

In this episode of Moody’s Talks – Outlook Connections, Christina Padgett of our Corporates team and Ramon Torres of our Structured Finance team join host Aaron Johnson to discuss recent leveraged loan and collateralized loan obligation (CLO)

Global macroeconomic conditions will remain stable in 2022, easing sovereign credit pressures

Nov 8th, 2021 16m 18s

Colin Ellis of the Credit Strategy & Research team and Anne Van Praagh of the Sovereign team discuss the outlook for the global economy and sovereign credit in 2022 as the effects of the coronavirus pandemic ebb. They also outline the growing i

Six themes will shape global credit markets in 2022

Nov 4th, 2021 13m 33s

Elena Duggar, Moody’s Investors Service’s chief credit officer for the Americas, and Gersan Zurita, credit officer for Latin America, explain why we expect global credit conditions to settle in 2022, and discuss the six key themes – from pandem

Housing-exposed sectors are a credit bright spot amid stimulus support

Dec 16th, 2020 19m 28s

Inside this episode:Barbara Rismondo of the Structured Finance team, Warren Kornfeld of the Banking team, Florence Zeman of the Public Finance team and Natalia Gluschuk of the Corporates team discuss the 2021 outlook for sectors exposed to the

Travel demand will remain in doldrums for most of 2021; business travel will take longest to recover

Dec 15th, 2020 17m 41s

Inside this episode:With a vaccine unlikely to be widely available for several months, Moody’s public finance analyst Valentina Gomez, airports analyst Earl Heffintrayer, mass transit analyst Baye Larsen, airlines analyst Jonathan Root and lodg

Strong rebound would boost US municipalities, not-for-profit hospitals and colleges

Dec 11th, 2020 27m 34s

Inside this episode:Kendra Smith, Tim Blake and Leonard Jones of the Public Finance team discuss the prospects in 2021 for US states, local governments, universities and not-for-profit hospitals. A strong economic rebound accompanied by a succe

China set for fast but uneven recovery in 2021

Dec 10th, 2020 16m 17s

Inside this episode:Gene Fang from the Sovereign team, Yubin Fu from Sub-Sovereign team and Nicholas Zhu from the Banking team discuss the credit outlook across a number of Chinese sectors in 2021, including regional and local governments. The

Pandemic hurts oil, gas and auto firms’ capital spending, utilities less affected

Dec 8th, 2020 19m 33s

Inside this episode:Elena Nadtotchi and Matthias Heck of the Corporates team and Nana Hamilton of the Infrastructure team explore the outlook for global oil and gas producers, global auto makers, US regulated power utilities, and European unreg

Shifting consumer behavior spurs upheaval in US retail and threatens US shopping malls

Dec 3rd, 2020 19m 51s

Inside this episode:Analysts Mickey Chadha and Kevin Fagan discuss the outlook for US retail and the credit conditions for the US commercial mortgage-backed securities market in 2021. They outline how the coronavirus pandemic is rapidly acceler

Lower-rated leveraged loans, junior CLO tranches to bear brunt of coronavirus impact in 2021

Dec 1st, 2020 15m 32s

Inside this episode:Christina Padgett and Sandra Veseli of the Corporates team, Al Remeza of the Structured Finance team, and Ana Arsov of the Financial Institutions team discuss the outlook for leveraged finance and collateralized loan obligat

Global economies face policy challenges in 2021 as pandemic fallout continues

Nov 12th, 2020 17m 52s

Inside this episode:Atsi Sheth from the Credit Strategy team and Yves Lemay from the Sovereign Risk Group discuss the outlook for the global economy and sovereign credit in 2021 in light of the seismic financial shock caused by the coronavirus

Uneven recovery, rising debt and digital transformation will shape credit in 2021

Nov 9th, 2020 17m 35s

Inside this episode:Anne Van Praagh and Michael Taylor of the Credit Strategy & Research team discuss six key trends that will affect the credit landscape as the world deals with the coronavirus crisis. These include an uneven economic recovery

Moody's Talks - Outlook Connections Trailer

Oct 30th, 2020 1m 5s

On Moody’s Talks - Outlook Connections, analysts from around the globe will outline our views on the business conditions for credit markets in the year ahead. We’ll aim to analyze the interplay and correlations between major sectors and asset c

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