Mark Zandi of Moody’s Analytics discusses what the US economic future could look like if Joe Biden is elected as US president in November, including expansionary fiscal efforts and changes to trade and immigration policies.
Anastasija Johnson and Ignacio Rasero of the Corporates team discuss the risks that both investment-grade and speculative-grade companies will face over the next five years to refinance their growing amounts of maturing debt.
Ivy Poon of the Infrastructure Finance team discusses how fiscal support will help offset the rise in leverage for infrastructure issuers resulting from increased capital spending on transportation, renewable energy and other projects. Also, Celina Vansetti-Hutchins of the Banking team explains what the rapid drop in Brazilian interest rates this year means for credit conditions for the country’s banks.