-
Market Outlook
Moody's Analytics
Weekly Market Outlook
July 27, 2017
Liquidity Buoys Corporate Credit (Capital Markets Research)
-
Credit Outlook
Moody's Credit Outlook
July 27, 2017
Credit implications of current events.
Published twice a week.
-
SFG Podcast
Moody's Talks:
Structured Finance
Moody's first podcast series
-
The Big Picture
The Big Picture
Six themes that will shape global credit conditions in 2017
-
Environmental Risks
Environmental Risks and Developments
Implications for fixed income markets
-
The revised outlook reflects our expectations that the level of nonperforming loans will stay relatively stable and that the government’s more coordinated policy to curb shadow banking will help mitigate the banks’ asset risks.
-
Call for an infrastructure advisory council adds little clarity on how the administration’s $1 trillion stimulus plan, which relies heavily on catalyzing investment by the private sector and state and local governments, will be executed.
-
The cash pile of rated US non-financial companies’ rose 9.2% in 2016 over last year, with overseas cash holdings growing to $1.3 trillion, or 70% of the total stockpile, a trend that will likely continue absent tax relief on repatriation.
-
In an analysis of three of the five US tax reform proposals – a tax rate cut, full upfront capex deductibility and the loss of interest deductibility – the net effect is credit positive for investment-grade firms, but credit negative for speculative-grade ones, excluding automotive.
-
If Brexit negotiations fail and no deal is reached, ensuing economic and trade disruptions would weigh on a range of UK issuers, particularly among corporates and operators of airports and seaports.
European Union - Rising Challenges to Growth and Integration
-
The European Union and its core, the euro area, continues to face a challenging growth outlook and the risk of political fragmentation is rising. This page presents Moody's research related to key credit issues concerning growth and stability challenges within the EU
-
The far-reaching nature of various political shifts under way across the world, particularly in advanced economies, has raised the potential for significant changes in policy direction. On this page, you will find Moody's research about key credit issues related to upcoming elections and political developments globally
|
|
