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

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

16 Apr 2019|Moody's Investors Service

Prolonged and widespread US mergers & acquisitions activity over the past several years has made balance sheet valuation risk for US nonfinancial companies more pronounced. This could be especially disruptive in an economic downturn.

18 Apr 2019|Moody's Investors Service

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.

15 Apr 2019|Moody's Investors Service

California courts’ application of inverse condemnation is unusual and heightens wildfire risk for investor-owned utilities. The constitutionality of reforming the inverse condemnation law through legislative means is controversial, but the hurdle is lower than for a constitutional amendment.

17 Apr 2019|Moody's Investors Service

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. 

15 Apr 2019|Moody's Investors Service

The era of unusually affordable home purchases has ended, and some segments are particularly stretched. The challenges are bigger in certain high-cost markets, including many western states, and in lower price tiers. Rental affordability is also often poor. Some issuers are mostly exposed to the broad effects of reduced home affordability. Other issuers face more discrete challenges and opportunities that reflect specific pockets of weakness.

11 Apr 2019|Moody's Investors Service

The US will import less oil from Latin America in the next three to five years and export more refined petroleum products and natural gas to the region. Rising US energy independence stems from increased output and greater efficiency in energy utilization.

11 Apr 2019|Moody's Investors Service

In this episode of Moody’s Talks, Mike Haggarty, Associate Managing Director and Jeff Cassella, a Senior Credit Officer in the North America Power & Utilities group discuss their views on the solutions that are currently under consideration in California to reduce wildfire exposure and how they could help strengthen the credit supportiveness of the California legislative and regulatory regime for the state’s utilities.

Moody's Credit Outlook

California wildfire strike force report is credit positive, but details are still pending

Malaysia's aid to state palm oil company will increase government debt burden, a credit negative

UK ban on Section 21 evictions would be credit negative for buy-to-let securitisations

Source: Moody's Investors Service
Weekly Market Outlook

Upside Risks to the U.S. Economy

The week ahead – US, Europe, Asia-Pacific 

U.S. Upgrades Account for 99% of Affected Debt

Source: Moody's Analytics
Source: Moody's Investors Service
Chengdu Tianfu New Area Invs. Grp. Co., Ltd
24 Apr 2019
  |   Moody's Investors Service
Chinese Property Developers
26 Apr 2019
  |   Moody's Investors Service
Quarterly Updates on North American and Global Investment Banks
02 May 2019
  |   Moody's Investors Service