What will 2022 mean for credit markets?

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01 Dec 2021|Moody's Investors Service

Solid tax revenue and unprecedented federal support will allow states to keep budgets balanced, maintain ample reserves and boost spending in key social and environmental areas. Still, higher inflation and fuel prices and the pandemic’s persistent threat are poised to hamper states’ economic recovery.

18 Nov 2021|Moody's Corporation

Trusted insights designed to help you assess the largest cross-border and domestic Chinese bond issuers with confidence

01 Dec 2021|Moody's Investors Service

We expect rental income growth for landlords around the world in 2022 as the economic recovery, though varied by region and vaccination rates, gains traction and more workers return to offices. Owners of warehouses and data centers will see strong performance from the shift to online shopping, but the same trend poses a challenge for mall owners. Low interest rates and easy market access mean strong liquidity for the sector.

01 Dec 2021|Moody's Investors Service

Developers’ funding access will remain constrained in 2022 because of tightened regulations and increased risk aversion stemming from China Evergrande’s financial distress and defaults by several property developers. Refinancing risk has risen as a result and nationwide contracted sales are declining.

30 Nov 2021|Moody's Investors Service

The discovery of the new virus variant underscores our view that the COVID-19 pandemic remains a health threat, as well as the chief source of uncertainty to the global economy and a driver of financial market volatility.

30 Nov 2021|Moody's Investors Service

With global economic recovery in progress, investor demand for alternative and sustainable investments and for wealth management products and services will fuel asset managers’ growth.

30 Nov 2021|Moody's Investors Service

Current trends in leveraged lending and collateralized loan obligation (CLO) documentation and performance will continue in 2022. Loan structures will continue to weaken while basis risk will rise following Libor’s demise. Meanwhile, with issuance strong, ESG provisions will proliferate and managers will continue seeking structural flexibility.

Source: Moody's Investors Service
Moody's Credit Outlook

Germany's coalition agreement is likely to allow for quick government formation, a credit positive

Potential KKR buyout would be credit negative for Telecom Italia, but outcome remains uncertain

Chile's election results will likely limit radical policy changes

Source: Moody's Investors Service
Weekly Market Outlook

Supply-Chain Stress Grows, But Relief Is Coming

We preview economic reports and forecasts from the US, UK/Europe, and Asia/Pacific regions

Upgrades Dominate U.S. Changes

Source: Moody's Analytics