Credit Currents - Moody's Ratings

Asset tokenization and digital money, including stablecoins, are moving from the margins of finance toward the core of market infrastructure, spurring banks and other market participants to adapt their approach to blockchain technology.

In this episode of Credit Currents, we explore why trust and regulation are central to  adoption of tokenized assets, and how a gradual move in this direction could reshape payments, settlement and credit markets.

The conversation explores both the promise of faster, always‑on transactions and the practical challenges that will shape how quickly digital finance takes hold.

Host: Greg Sobel, Vice President, Senior Credit Officer, Moody’s Ratings

Guest: Donald Robertson, Managing Director, Financial Institutions, Moody’s Ratings

Related Research: 

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There could be big changes coming to longstanding bank regulations. With earnings season heating up, the discussion over capital rules is back in focus. 

Credit Currents is on the ground in Washington, D.C. as the world's top policymakers and regulators attend meetings with the World Bank, International Monetary Fund (IMF) and Institute of International Finance (IIF). 

We unpack what looser capital requirements could mean, the implications for credit, and how regulators and the US Federal Reserve are responding. 

Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings

Guest: Megan Fox, Associate Managing Director, Financial Institutions Group, Moody’s Ratings

Related Research: 

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A temporary truce between the US and Iran is contingent on the reopening of the Strait of Hormuz, but disruptions to global supply chains, energy markets, oil prices and various sectors are still risks to credit quality. 

In our latest episode of Credit Currents, taped hours before the news broke, we discuss the ways geopolitical shocks ripple through sectors, whether there could be an impact on issuer ratings or outlooks, and why some sectors like defense are less affected.

Host: Chandra Ghosal, Vice President, Senior Credit Officer, Moody’s Ratings

Guest: Nick Hill, Global Head of Credit Strategy and Guidance, Moody’s Ratings 

Related Research: 

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Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s offer comes with huge debt. 

In this first episode of Credit Currents, a new video podcast series from Moody’s Ratings, we reveal the stakes at play for traditional film and TV studios, the exponential value of intellectual property (IP), and how massive acquisitions can create credit risk.

We also consider the potentially significant impact of AI on viewing habits and customer preferences. 

Host: Patrick Ronk, Vice President, Senior Analyst, Moody’s Ratings 

Guest: Emile El Nems, Vice President, Senior Credit Officer, Moody’s Ratings

Related Research: 

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Streaming giant Netflix withdrew its bid for Warner Brothers Discovery on the eve of this year’s Oscars, but it doesn’t mean Paramount has won the battle for dominance over the media landscape. Regulators still must approve the deal, and Paramount’s offer comes with huge debt.  

In this first episode of Credit Currents, a new video podcast series from Moody’s Ratings launching on April 2, 2026, we reveal the stakes at play for traditional film and TV studios, the exponential value of intellectual property (IP), and how massive acquisitions can create credit risk.

We also consider the potentially significant impact of AI on viewing habits and customer preferences.  

Host: Patrick Ronk, Vice President, Senior Analyst, Moody’s Ratings  

Guest: Emile El Nems, Vice President, Senior Credit Officer, Moody’s Ratings 

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Corporate and sovereign default rates are decreasing as GDP growth, slowing inflation and monetary easing aid debt management. But EMs face a number of credit risks including potential US tariffs.

Guest: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody’s Ratings

Host: Colin Ellis, Managing Director, Credit Strategy & Guidance, Moody’s Ratings

Related Research:

• Emerging Markets – Global: 2025 Outlook - Stable but fragile, with looming credit risks

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In this joint Big Picture-Emerging Markets Decoded episode, our regional analysts highlight the key US policy areas to watch in Europe, Asia-Pacific and Latin America -- and discuss which economies and sectors could be at risk if policies were to dramatically change.

Guests: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody's Ratings; Gong Cheng, Managing Director, Credit Strategy, Moody's Ratings; Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Credit Strategy, Moody's Ratings

Host: William Foster, Senior Vice President, Sovereign Risk Group, Moody's Ratings

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Institutional reforms, policy reversals, debt restructurings and the prospect of new hydrocarbon production are leading to gradual improvement in some sovereigns’ creditworthiness from weak levels.

Guest: John Walsh, Analyst, Sovereign Risk Group, Moody's Ratings

Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

Related Research:

• Sovereign – Sub-Saharan Africa: Governance is key to realising credit benefits for new hydrocarbon producers
• Sovereign – Sub-Saharan Africa: Institutional reforms are supporting creditworthiness for select sovereigns

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Risk exposure is highest for those directly involved in the region’s three main hotspots. But the knock-on economic effects of the tensions have the potential to hurt, or help, other APAC governments.

Guest: Anushka Shah, Vice President - Senior Credit Officer, Sovereign Risk Group, Moody's Ratings

Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

Related Research:

• Sovereigns – Asia-Pacific: Geopolitical risk shapes creditworthiness for a host of governments

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India's large domestic market shields its companies from external shocks, whereas Indonesia's export-dependent commodity sector prompts government efforts to diversify growth.

Guests: Rachel Chua, VP-Senior Analyst; Sweta Patodia, AVP-Analyst

Host: Vittoria Zoli, Analyst, Credit Strategy & Guidance, Moody's Ratings

Related Research: 

• Nonfinancial Companies – India and Indonesia: Credit quality will remain robust, even as earnings trajectory diverges
• Nonfinancial Companies – Southeast Asia Dollar bond issuance will regain momentum when US interest rates begin to fall
• Nonfinancial Companies – India: Offshore funding indispensable despite improving domestic liquidity

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