US Elections in Focus
Policies implemented after the US elections will affect business conditions for many sectors. Key challenges for the next administration will include reviving growth, the coronavirus pandemic, relations with China and rising government debt.
  • SUMMARY
  • REPORTS

  • 0:00
    0:00
    PODCAST
    08 Oct 2020|Moody's Investors Service
    Atsi Sheth and Robard Williams from the Credit Strategy & Research team discuss the credit effects of key policy challenges that will confront the next US presidential administration, and the uncertainties surrounding the election.
    SECTOR IN-DEPTH
    05 Oct 2020|Moody's Investors Service
    The US presidential election outcome will help determine policies to address the weakened economy, the coronavirus pandemic and healthcare access, increasingly tense relations with China, fiscal policy and government debt, and environmental challenges. The policy response will affect credit conditions for a range of debt issuers.

    SECTOR IN-DEPTH
    19 Oct 2020|Moody's Investors Service
    Proposals to create a public health insurance option would, to varying degrees, likely reduce US health insurers’ earnings, with more expansive options having a larger effect. 

    ISSUER IN-DEPTH
    08 Oct 2020|Moody's Investors Service
    Although the US presidential election process is vulnerable to cyberattacks, the country has ample cybersecurity resources and a strong institutional and governance framework that position it well to deal with an attack. Therefore, we do not expect any potential cyber interference to have a material effect on the election or the sovereign's credit profile.

    SECTOR COMMENT
    06 Oct 2020|Moody's Investors Service
    Trump's re-election would continue the status quo for the US oil and gas industry, while a Biden victory would imply meaningful changes in government policy toward the energy sector. 
    SECTOR COMMENT
    06 Oct 2020|Moody's Investors Service
    An election outcome placing Democrats in control of the White House and Congress would be the most credit negative, but drug pricing changes are likely under any election outcome. 

    KEY CONTACTS
    Robard Williams
    Senior Vice President – Credit Strategy and Standards
    Robard.williams@moodys.com
    Atsi Sheth
    Managing Director – Credit Strategy and Standards
    Atsi.sheth@moodys.com