Reshaped Economies
Economic prospects are diverging across regions and sectors, with COVID-19 remaining the chief risk to global recovery. Shifts in consumer behavior, inflation concerns, labor shortages and supply chain challenges are creating new economic dynamics.
  • SUMMARY
  • REPORTS

  • SECTOR IN-DEPTH
    16 Nov 2021|Moody's Investors Service
     Our modelling shows that most banks will recover their pre-pandemic solvency levels by the end of 2022 due to better economic performance and support measures.

    OUTLOOK
    04 Nov 2021|Moody's Investors Service
    Weaker-than-expected growth momentum and rising inflation have dented some of the optimism surrounding the global economic recovery. But uncertainties with regard to the COVID-19 pandemic, supply chain imbalances and labor shortages should diminish in 2022, ushering in a stable growth phase through 2023.

    SECTOR IN-DEPTH
    25 Oct 2021|Moody's Investors Service
    High-frequency alternative data for October show early signs of accelerated economic activity and trade flow in G-20 countries following two months of slowing momentum. Financial conditions have tightened slightly in the US, the euro area and the UK, while they have improved across most G-20 emerging market countries.

    SECTOR IN-DEPTH
    20 Oct 2021|Moody's Investors Service
    China’s plan to achieve economic sustainability by addressing income inequality and social risks will have far-reaching effects for many types of debt issuers. A lack of predictability and clear communication around policy implementation are the key near-term risks, while potential long-term benefits include improved productivity and social stability.

    SECTOR PROFILE
    19 Oct 2021|Moody's Investors Service
    The pace of sovereign rating actions has slowed significantly in 2021 and actions year-to-date have been more benign. This reflects, in part, the lifting of temporary lockdowns and resumption of economic activity in many countries.

    DATA REPORT
    11 Oct 2021|Moody's Investors Service
    Only three Moody’s-rated corporate issuers defaulted in September. The speculative-grade global corporate default rate fell to 2.6% for the trailing 12 months and will likely stabilize at 1.5%-1.7% in the first half of 2022, underpinned by our expectation that the economic recovery will continue and funding conditions will remain accommodative.

    SECTOR IN-DEPTH
    07 Oct 2021|Moody's Investors Service
    Consumer spending in Europe's largest economies remains solid. Households have started to tap into their savings as restrictions ease.

    Podcast
    06 Oct 2021|Moody's Investors Service
    Peter Nerby, Olivier Panis and Shunsaku Sato explain how global systemically important banks are faring as the pandemic starts to recede. Dean Ungar discusses the implications for US health insurers should the Medicare hospital insurance trust fund run out of money. And David Yin tells us how a recent cryptocurrency ban in China is positive for financial institutions.​​​​
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