Explore the latest thought leadership from Moody's Ratings




US economy is K-shaped and increasingly vulnerable to slowdown

Higher-income households are driving most spending as lower-income consumers face rising essentials costs, leaving the US increasingly dependent on a narrow base of growth. 





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Moody's
research
Water reliability, infrastructure and funding shape credit resilience to supply stress

A water system’s capacity to adequately supply households, industry and agriculture is a key determinant of economic strength in areas facing rising water demand and uneven supply.

Moody's
research
Digitalization expands collateral options in US public finance, but borrowing use stays constrained

The digitalization of public-sector financial infrastructure is laying the groundwork for collateral mobility – the ability to move, settle and pledge value for payment or financing purposes quickly across institutional and legal boundaries.

Moody's
research
Weaker companies face growing risk of re-default

Private equity-backed credits are feeding distressed exchanges (DE) and repeat defaults are likely for weak credits, with liability management exercises — a type of DE — leading to mixed recoveries.

Moody's
data story
US will likely preserve existing Mexico trade relations under trade pact review

An early review of the US-Mexico-Canada Agreement suggests tariff exemptions for Mexico will continue. A bilateral US-Mexico framework is likely, with Canada so far absent from the trade talks.

conflict
research
China's overseas infrastructure growth will focus increasingly on Belt and Road Initiative

Investment is shifting toward renewable energy generation, grid infrastructure and clean-energy supply chains in BRI countries and emerging markets. Geopolitics will increase execution risk.

Moody's
research
Rapid growth of mobile sports betting in the US raises social risks

The expansion of the mobile sports betting industry is boosting revenue for both states and operators, but social risks related to problem gambling, data use and advertising are also rising.

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