A two-week US-Iran ceasefire is contingent on the Strait of Hormuz reopening, but disruptions to supply chains, energy markets, oil prices and various sectors remain risks to credit quality.
Get insights into current events and trends affecting global credit markets.
Learn how Moody’s compliance and third-party risk tools automate entity verification, onboarding, monitoring, and more.
Elevate your understanding of the risks and opportunities in private markets.
Tap into our perspectives on the power of data to support your risk management processes and propel your growth.
Browse Moody’s insights into how sustainable and transition finance can mitigate or amplify credit impacts.
Deep insights for real-time event preparation and response, parametric insurance contracts triggers, validation against experience, and research.
Higher energy prices, tighter macro-financial conditions globally and weaker risk appetite are the main risk-transmission channels, rather than direct trade or production linkages.
Disruptions to the transport of energy and other supplies – and the resulting rise in costs – will weigh on consumer demand and profitability in these and numerous other sectors around the world.
High energy prices and lagging consumer confidence pose further risk for homebuilders. Still, the lack of housing supply in most markets will underpin future demand for years.
Domestic demand and data localization are pushing data center growth into emerging markets, but scalability hinges on the availability of power. Funding sources will diversify as the sector matures.
Ten speculative‑grade corporate issuers defaulted in April, down from 16 in March. In pessimistic scenarios, geopolitics, AI disruptions and private credit stress heighten the risk of a reversal.
We forecast a default rate of 1.4% among nonfinancial companies by April 2027, down from 3.1% last month. But further delays in energy-supply normalization would raise the rate as high as 5.0%.
See how we enable our customers to unlock opportunity, advance their business, and act decisively.
Discover how Moody’s combines cutting-edge technology and world-class talent to drive innovation.
Explore career opportunities at Moody’s.
Interested in learning more about our offerings? Our solutions specialists are ready to help.
