Explore the latest thought leadership from Moody's Ratings




US-Iran ceasefire is temporary, but conflict’s credit risks linger 

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. 





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Moody's
research
Latin America’s dependence on Chinese supply and demand is deepening

For the region’s manufacturers, especially in Brazil and Argentina, rising import competition from Chinese goods and the concentration of low-value commodity exports to China are growing risks.

Moody's
research
US dollar surge tests companies in South and Southeast Asia

Local currency depreciation, driven partly by the Middle East conflict, strains companies with earnings and debt-currency mismatches. But most retain buffers, limiting broad credit deterioration. 

Moody's
research
GAAP depreciation schedules for AI chips may underestimate useful life of top-tier GPUs

How long graphic processing units are useful is unclear, creating ambiguity in AI infrastructure credit analysis. Evidence suggests these vital components can hold value past depreciation timetables. 

Moody's
data story
Exceedance 2026: The 10 forces shaping the insurance industry playbook

Moody’s highlights 10 major forces that provide a clearer view of the pressures redefining loss patterns, coverage needs, and long‑term resilience not only for insurers, but for the businesses and communities they serve.

conflict
research
Breakthrough in quantum research puts internet security risk on a faster track

Quantum computers able to break encryption protecting sensitive data on the internet may arrive sooner than expected, putting companies that delay their cryptography conversion under rising pressure. 

Moody's
research
Latin America faces limited direct credit stress from Strait of Hormuz disruption

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. 

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