View the latest insight on the six themes shaping credit in 2019
Join us on 2nd May to discuss Q1 results, regulatory tailoring and leveraged lending risks
Brexit delay positive, but fall in spending & investment continues to weigh on UK
Discover the latest content on the US housing and housing finance markets
Gain an understanding of current trends and sector context using Moody’s CreditView
In this edition we examine how various subsectors of the US healthcare industry, including health insurers, hospitals, pharmaceutical companies and makers of medical products and devices, are likely to fare when the economy dips.
Italy’s population will decline further in the next two decades, stretching central and regional government finances. Regions in the south will be hit harder than those in the north as existing disparities persist. However, the impact on the financial sector, securitizations, the housing market and on companies will be mixed.
In a comparison of 17 of the largest companies on key credit attributes, including the quality of their drug pipelines, potential revenue growth and patent expiration exposure, pipeline quality remains good overall, while patent exposures have slightly eased since last year’s report.
In our latest Global Trade Monitor, we discuss the implications of potential US tariffs on imported autos and parts, the prospect of a US-China trade agreement, and the likelihood that ratification of the US-Mexico-Canada Agreement will be delayed beyond 2019.
In this episode of Moody’s Talks - Insurance Credit, Danielle Reed, research writer for the Financial Institutions Group, talks with Senior Credit Officer James Eck about the exposure to Puerto Rico’s debt of two financial guarantors – MBIA, through its subsidiary National, as well as Assured Guaranty, through several of its subsidiaries.
In this podcast, Hong Kong-based Associate Managing Director Sally Yim, Vice President – Senior Analyst Frank Yuen and Vice President – Senior Analyst Soichiro Makimoto discuss how the insurance solvency systems in China and Japan stack up against the European benchmark known as Solvency II, and how the similarities and differences affect credit analysis of Chinese and Japanese insurers.
In this podcast, Brian Grieser and Annalisa Di Chiara discuss the findings of Moody’s Emerging Market Liquidity Stress Indicator (LSI). The LSI highlights that though liquidity has improved among emerging market corporates globally, mmerging APAC’s LSI is distinctly weaker from that of Latin America and Emerging Europe.
Murphy Oil's acquisition of Gulf of Mexico assets is credit positive
Fed ends enforcement action against BB&T, clearing an obstacle to regulatory approval of its merger with SunTrust
Increased violence in Mali, leading to a new government, is credit negative