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View the latest insight on the impact of ESG on global credit markets

Read the latest on the developments of the Brexit process and the credit implications 

Gain an understanding of current trends and sector context using Moody’s CreditView

View the latest insight on the six themes shaping credit in 2019

21 Mar 2019|Moody's Investors Service

Operating income will decline 2%-4% over the next 12-18 months. Increasing paper packaging prices and demand for paper packaging and pulp will only partially offset rising input costs, falling demand for paper and lower wood product and market pulp prices.

21 Mar 2019|Moody's Investors Service

Ample supply is pushing into new markets beyond the reach of North American pipelines. Stricter environmental regulations will initially favor natural gas, as renewable energy technologies gradually become more competitive.

19 Mar 2019|Moody's Investors Service

Asian exports have slowed substantially in recent months. Our new report identifies APAC countries that are most vulnerable to slower Chinese growth, driven by both external and domestic factors – as well as those that stand to benefit from longer-term shifts in investment and trade connections.

18 Mar 2019|Moody's Investors Service

Numerous cities have taken steps to curb costs of other post-employment benefits (OPEB), but most cost-containment strategies will take years to provide substantial savings. And, where rising OPEB expenses are not addressed, they threaten to curtail other spending priorities.

19 Mar 2019|Moody's Investors Service

The gradual increase in China’s government and broad public-sector debt, as announced during the recent National People’s Congress, is in line with our expectations. However, if the current fiscal easing were to herald a broader-based and more sustained shift in overall fiscal support for the economy, this has the potential to weigh on China’s sovereign credit profile.

22 Mar 2019|Moody's Investors Service

The European Council’s decision to formally postpone the UK's departure date from the European Union until at least 12 April is credit positive because it removes the risk of a no-deal Brexit on 29 March and signals that the EU is itself keen to avoid a no-deal Brexit. However, without a credible alternative to Prime Minister Theresa May’s deal, the extension may simply delay the risk of a no-deal Brexit until next month.

18 Mar 2019|Moody's Investors Service

US consumption will likely remain steady over the next quarter, while household leverage will stay contained. In the housing market, home price appreciation and sales have begun to slow, in large part reflecting declining affordability.

Moody's Credit Outlook

Brexit extension is credit positive, but no-deal risk remains

France's increase in countercyclical capital buffer for banks is credit positive

Cyclone Idai weakens Mozambique's, Malawi's and Zimbabwe's growth and fiscal metrics

Source: Moody's Investors Service
Weekly Market Outlook

Fed Will Cut Rates If 10-Year Yield Breaks Under 2.4%

The week ahead – US, Europe, Asia-Pacific 

U.S. Downgrades Outnumber Upgrades

Source: Moody's Analytics
RATINGS NEWS
Source: Moody's Investors Service
EVENTS
REPLAY China Budget, Chinese Regional and Local Governments (RLGs)
26 Mar 2019
  |   Moody's Investors Service
China's Financial System
01 Apr 2019
  |   Moody's Investors Service
Inside LatAm 2019 - Bolivia
02 Apr 2019
  |   Moody's Investors Service