The rate will likely decline to 3.6% by the end of 2024, from a 5% peak in January, as central banks begin lowering policy rates.

Speakers: Sharon Ou, VP-Sr Credit Officer/Mgr/CSR

Host: Colin Ellis, MD-Global Credit Strategist

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Female labour participation rates have more than recovered losses sustained during the pandemic. The associated boost in economic activity and support to households is positive for a range of issuers.

Speakers: Dawn Holland, Director-Economic Research at Moody's Analytics; Ana Rayes, VP-Senior Analyst at Moody's Investors Service

Host: William Foster, Senior Vice President at Moody’s Investors Service

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Around €300 billion of European spec-grade corporate debt needs refinancing by 2026, but uncertain market access, slower growth and higher interest rates increase risks for some lower rated entities. 

Speaker: Martin Hallmark, Senior Vice President-CFG at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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Since 2020, there have been 20 sovereign defaults, surpassing the total in the entire previous decade. What factors led to this point, where are they concentrated and will they continue?

Speakers: William Foster, Senior Vice President at Moody’s Investors Service; David Rogovic, VP-Sr Credit Officer at Moody's Investors Service

Host: Sarah Carlson, Senior Vice President at Moody’s Investors Service

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Strong policies, innovation and falling costs are set to propel green capital spending this year. However, a busy election calendar and slowing economic growth could temper that momentum.

Speaker: Rahul Ghosh, MD-Sustainable Finance at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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A $4 billion fine for the cryptocurrency exchange Binance indicates greater regulatory focus that could bring more security and confidence to the crypto sector.

Speaker: Cristiano Ventricelli, VP-Senior Analyst/DFDA at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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In this episode of the Big Picture podcast, we delve into the factors underpinning our recent decision to change the outlook on the Chinese sovereign rating to negative.

Speaker: Gene Fang, Associate Managing Director - Sovereign Risk Group at Moody's Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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The conflict's credit effects should be limited to Israeli issuers, but an escalation that disrupts global energy and financial markets would widen the scope significantly.

Speakers: Kathrin Muehlbronner, Senior VP-Sovereign Risk at Moody's Investors Service; Laura Perez,  Associate MD-Credit Strategy at Moody's Investors Service

Host: William Foster, Senior Vice President at Moody’s Investors Service

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In this episode of the Big Picture podcast, we delve into the reasons behind our outlook change, factors supporting the Aaa rating and opportunities to slow a decline in fiscal strength.

Speaker: William Foster, Senior Vice President at Moody’s Investors Service

Host: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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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 Strategy

Host: Sarah Carlson, Senior VP-Sovereign

Related Research:

• Global Macro Outlook 2024-25: G-20 growth dynamics diverge amid ongoing global slowdown

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