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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 co... more
FAQs about Moody’s Talks - Outlook Connections:How many episodes does Moody’s Talks - Outlook Connections have?The podcast currently has 16 episodes available.
December 14, 2021COVID-19 is reshaping future of work and travelRanjini 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....more18minPlay
December 13, 2021Supply chain disruptions will shape credit conditions in 2022, contribute to production shiftsIn 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 the pandemic will influence the credit outlook for governments and businesses in 2022 and beyond....more18minPlay
December 08, 2021Sectors exposed to housing are strong but cooling as pandemic aid tapersWarren 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 housing markets in the year ahead....more21minPlay
December 03, 2021CLO demand continues to surge amid weakening loan structuresIn 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) trends and what we expect for 2022....more14minPlay
November 08, 2021Global macroeconomic conditions will remain stable in 2022, easing sovereign credit pressuresColin 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 importance of social risks, particularly income inequality, for countries across the globe....more17minPlay
November 04, 2021Six themes will shape global credit markets in 2022Elena 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 pandemic disruption to inequality and social risk – that we think will influence credit markets next year....more14minPlay
December 16, 2020Housing-exposed sectors are a credit bright spot amid stimulus supportBarbara 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 US and European housing markets. US nonbank mortgage lenders and homebuilders will report good profitability owing to government stimulus, while US housing finance agencies and European and US residential mortgage-backed securitizations will experience moderately higher delinquencies amid higher unemployment....more20minPlay
December 15, 2020Travel demand will remain in doldrums for most of 2021; business travel will take longest to recoverWith 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 lodgings industry analyst Peter Trombetta discuss the outlook for travel and tourism in 2021 and consider what it will take to get travellers back on the road and in the air....more18minPlay
December 11, 2020Strong rebound would boost US municipalities, not-for-profit hospitals and collegesKendra 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 successful coronavirus vaccine rollout would boost tax revenues, while encouraging students to return to campus and allowing hospitals to carry out more profitable elective surgeries. An uneven recovery may force some states and local governments to cut spending further, particularly those dependent on tourism and energy....more28minPlay
December 10, 2020China set for fast but uneven recovery in 2021Gene 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. They outline that risks that are emerging as the government withdraws pandemic-related support and refocuses on deleveraging, but that despite rising defaults China will be able to mitigate any economic volatility....more17minPlay
FAQs about Moody’s Talks - Outlook Connections:How many episodes does Moody’s Talks - Outlook Connections have?The podcast currently has 16 episodes available.