23 Sep 2021|Moody's Investors Service
High-frequency alternative data and official retail sales data across G-20 economies indicate that household consumption is slowing from the strong growth earlier this year. Consumer retail and recreation mobility has deteriorated in many economies, and workplace visits and public transit usage remain below pre-pandemic levels.
15 Sep 2021|Moody's Investors Service
Madhavi Bokil of the Credit Strategy & Research team discusses inflation and financial stability risks in emerging markets. Plus, Nitish Bhojnagarwala and Ashraf Madani of the Financial Institutions team talk about the outlook for Islamic finance.
14 Sep 2021|Moody's Investors Service
A monthly monitor of financial and economic conditions in emerging markets, analyzed through our Emerging Markets Financial Conditions Indicator (EM FCI), points to deteriorating financial conditions and rising food and fuel inflation across most emerging markets.
09 Sep 2021|Moody's Investors Service
There are significant differences in net-zero approaches across China, the EU and the US. Each region comes from a very different starting point, driven by its economic structures, level of development and policy choices.
25 Aug 2021|Moody's Investors Service
As infections rise and overall vaccination rates remain low in Southeast Asian nations and India, loan performance will weaken as economic recoveries stall, although the effects will vary by country. However, government support and strong loss-absorbing buffers will support banks’ credit strength.
10 Aug 2021|Moody's Investors Service
The strong economic rebound and ample liquidity are keeping defaults low, with only four Moody’s-rated corporate issuers defaulting in July. The trailing 12-month global speculative-grade corporate default rate dropped to 3.3% in July, down from a cyclical peak of 6.8% in December 2020, with the current level now matching the pre-pandemic rate in February 2020.
03 Aug 2021|Moody's Investors Service
Asia-Pacific's economic activity will likely rebound strongly in 2021-22, fueled in large part by China. But the recovery masks a range of pandemic-related output losses across the region.
29 Jul 2021|Moody's Investors Service
In this month’s episode, Nick Monzillo of our US Structured Finance team, and Tony Parry of our European Structured Finance team join hosts Aaron Johnson and Ruth Mantell to discuss the stronger-than-expected performance of asset-backed securities during the coronavirus pandemic.
22 Jul 2021|Moody's Investors Service
The pandemic’s uneven effects on European labour markets and savings will influence consumer spending patterns, the availability of credit to individuals and the direction of government regulation throughout the region.
13 Jul 2021|Moody's Investors Service
Financial market conditions globally have stabilised in recent months, and we expect systemic risks to remain moderate over the coming year, but rising inflation could exacerbate the uneven recovery and lead to tighter financial conditions in inflation-targeting emerging market countries.
11 Jul 2021|Moody's Investors Service
Only two Moody’s-rated corporations defaulted in June, bringing the default tally to 28 in the first half of the year, roughly a quarter of the defaults in the same period last year. The trailing 12-month global speculative-grade corporate default rate fell to 4.0% at the end of June from 4.9% at the end of May, marking six consecutive months in which the global rate has declined from its cyclical peak of 6.8% last December.
07 Jul 2021|Moody's Investors Service
Erick Rodriguez of the Corporates team discusses how most companies and public finance projects in Latin America managed to maintain adequate liquidity levels despite the depth of their recessions. Meanwhile, Samar Maziad of the Sovereign group dives deeper into Brazil, the region’s largest economy, to answer the most frequently asked investor questions.