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Credit Outlook
Moody's Credit Outlook
July 24, 2017
Credit implications of current events.
Published twice a week.
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Market Outlook
Moody's Analytics
Weekly Market Outlook
July 20, 2017
Low Interest Rates Offset Fiscal Gridlock (Capital Markets Research)
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SFG Podcast
Moody's Talks:
Structured Finance
Moody's first podcast series
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The Big Picture
The Big Picture
Six themes that will shape global credit conditions in 2017
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Environmental Risks
Environmental Risks and Developments
Implications for fixed income markets
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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.
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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.
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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.
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The funding requirements for sub-sovereign governments in Europe’s five biggest economies will remain high overall in 2017-19, though levels will differ among issuers in Germany, the UK, France, Spain and Italy, with needs greatest in Germany, followed by Spain, France, the UK and Italy in terms of total amounts.
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The country’s finance ministry recently published results on subnational debt showing only one state falls into a highly indebted category. Most states maintain the ability to contract long-term debt, but others will need to bolster liquidity and improve operating margins.
European Union - Rising Challenges to Growth and Integration
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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
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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
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