Credit Currents - Moody's Ratings

Credit Currents - Moody's Ratings

By Giulia Calcabrini, Chandra Ghosal, Patrick RonkSociety & CultureBusinessNewsInvestingBusiness News
Download on the App Store

Credit Currents - Moody's Ratings episodes

  • A focus on emerging markets as bond yields and oil prices oscillate, plus a deep dive on Egypt

    This podcast episode examines the effect of interest-rate and oil-price volatility on EM, inflation in Asia and Central-Eastern Europe, monetary policy in LatAm and Egypt’s weakening credit quality.

    Speakers: Vittoria Zoli, Analyst - Emerging Markets, Moody's Investors Service and Elisa Parisi-Capone, Vice President - Senior Analyst - Sovereigns, Moody's Investors Service

    Host: Scott Phillips, Associate Managing Director - Emerging Markets, Moody's Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    21 min
  • How recent US, UK, euro area monetary policy decisions, US dollar strength affect emerging markets

    Moody’s strategists discuss recent central bank decisions, EM financial conditions, US dollar strength and EM currency weakness, Poland’s election and India’s inclusion in an EM government bond index.

    Speakers: Vittoria Zoli, Analyst -- Emerging Markets, Moody's Investors Service and Steffen Dyck, Senior Vice President -- Sovereigns, Moody's Investors Service

    Host: Scott Phillips, Associate Managing Director -- Emerging Markets, Moody's Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    24 min
  • Disinflation continues in EMs; Mexico’s industrial production rises; Gabon’s outlook turns negative

    Moody’s analysts discuss the country-specific reasons inflation is slowing in emerging markets; why Mexico’s industrial production is increasing; and how Gabon’s coup factored into its outlook change.

    Speakers: Vittoria Zoli, Analyst – Emerging Markets, Moody's Investors Service and Mickaël Gondrand, Analyst – Sovereigns, Moody’s Investors Service

    Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    21 min
  • Stress in China’s property sector has potential knock-on effects across multiple sectors

    In this episode, Moody’s analysts discuss the reasons for the current property-sector stress and the potential effects for developers, banks that finance them, local authorities and the economy.

    Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    20 min
  • More emerging market sovereigns pursue debt-for-nature swaps to reduce debt burdens

    Moody’s analysts discuss the growing use – and credit effect – of these transactions amid some sovereigns’ debt sustainability concerns and a need to invest in climate initiatives.

    Speakers: Thorsten Nestmann, Senior Vice President - Group Credit Officer, Sovereigns and Christopher Bredholt, Vice President - Senior Credit Officer, Public Project and Infrastructure Finance, Moody's Investors Service

    Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    25 min
  • Emerging Markets insights and view ahead with Kojo Amoo-Gottfried

    BSI Fund Chief Investment Officer Kojo Amoo-Gottfried joins Emerging Markets Decoded to discuss emerging markets topics including the macro perspective and investor sentiment toward the asset class. 

    Speaker: Kojo Amoo-Gottfried, Chief Investment Officer, BSI Fund

    Hosts: Scott Phillips, AMD – Emerging Markets, Moody’s Investor’s Service; Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    29 min
  • China’s soft economic recovery raises contingent liability risks from LGFVs

    Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector.

    Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service

    Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    20 min
  • South Africa power cuts dim economic outlook

    Moody’s analysts discuss the credit effects of South Africa’s energy crisis, including macro and social implications, as well as the government’s plans to address the crisis.

    Speakers: Aurelien Mali, Vice President – Senior Credit Officer, Moody’s Investors Service; Neil Griffiths-Lambeth, Associate Managing Director, Moody’s Investors Service

    Host: Vittoria Zoli, Analyst – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    23 min
  • Debt sustainability is at risk for frontier market sovereigns

    Moody’s analysts discuss updates to long-term sovereign debt forecasts, accounting for recent market conditions, including higher inflation and interest rates.

    Speaker: Lucie Villa, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service

    Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

    Related Research:

    • Frontier markets' debt sustainability at stake; political economy drives debt paths for some

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    16 min
  • Moody’s Global Emerging Markets Summit 2023: High hopes, higher risks?

    Special guests Lee C. Buchheit and David Lubin share their insights on emerging market sovereign debt crises, the US dollar’s future as a global reserve currency, China’s evolving economy and more.

    Speakers: Lee C. Buchheit, Professor, University of Edinburgh; David Lubin, Head of EM Economics, Citi, Associate Fellow at Chatham House

    Host: Scott Phillips, Associate Managing Director – Emerging Markets, Moody’s Investors Service

    © 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    27 min

About Credit Currents - Moody's Ratings

From the publisher's feed

Join Moody’s Ratings’ analysts every other Thursday as they break down the biggest stories in credit and why they matter.