Explore the latest thought leadership from Moody's Ratings




US economy is K-shaped and increasingly vulnerable to slowdown

Higher-income households are driving most spending as lower-income consumers face rising essentials costs, leaving the US increasingly dependent on a narrow base of growth. 





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Moody's
research
As data center demand strains US utilities, alternative power options gain favor

Data center developers and hyperscalers are increasingly turning to “behind-the-meter” power and generation ownership to secure their electricity needs, posing risks for traditional power producers. 

Moody's
research
Water reliability, infrastructure and funding shape credit resilience to supply stress

A water system’s capacity to adequately supply households, industry and agriculture is a key determinant of economic strength in areas facing rising water demand and uneven supply.

conflict
research
Risk spreads unevenly across media sectors as AI reshapes how content is created and sold

Barriers to entry, content differentiation and capital intensity will be key. Theme parks and theaters have little vulnerability, while publishers of commoditized content face the greatest risk.

Moody's
research
Digitalization expands collateral options in US public finance, but borrowing use stays constrained

The digitalization of public-sector financial infrastructure is laying the groundwork for collateral mobility – the ability to move, settle and pledge value for payment or financing purposes quickly across institutional and legal boundaries.

Moody's
research
Weaker companies face growing risk of re-default

Private equity-backed credits are feeding distressed exchanges (DE) and repeat defaults are likely for weak credits, with liability management exercises — a type of DE — leading to mixed recoveries.

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Moody’s Maxsight™ unified risk platform brings together thousands of data points to deliver a holistic picture of risk that can be viewed through different lenses.
 

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US will likely preserve existing Mexico trade relations under trade pact review

An early review of the US-Mexico-Canada Agreement suggests tariff exemptions for Mexico will continue. A bilateral US-Mexico framework is likely, with Canada so far absent from the trade talks.


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