April 17th 2019 (5.45mins)
In this episode of Moody’s Talks, Managing Director Atsi Sheth and Senior Vice President Gersan Zurita of the Credit Strategy & Research team discuss how the US energy trade balance with Latin America is shifting from deficit toward surplus, a trend that has credit implications for energy producers in both regions.
April 11th 2019 (7.05mins)
In this episode of Moody’s Talks, Senior Vice President, Christina Padgett, and Group Credit Officer, Mariarosa Verde discuss credit conditions in the US leveraged finance market including the outlook for defaults, issuer credit quality, recent deal trends and the convergence of the loan and bond markets.
April 4th 2019 (6.11mins)
In this edition of Moody’s Talks… Steve Wood, managing director for the global oil and gas group, and senior credit officer Amol Joshi discuss the credit implications of a significant shift in opportunities now under way in the North American natural gas market—one that will gradually favor producers who have long struggled with weak commodity prices.
February 19th 2019 (5.40 mins)
In this episode of Moody’s Talks, Vincent Gusdorf, Vice-President Senior Analyst, European retailers, and Marina Albo, Managing Director, EMEA Corporate Finance, discuss retailer investment in innovation as an attempt to sustainably improve credit quality. Looking into customer demand and shopping habits, Vincent and Marina explore traditional retail outlets, online marketplaces, and the impact of artificial intelligence.
February 25, 2019 (4.28mins)
In this episode of Moody's talks, Anke Rindermann, Associate Managing Director within EMEA Coporate Finance, and Ramzi Kattan, VP-Senior Analyst covering European real estate, discuss the expected stability of issuers across Europe during an advantageous property market environment. They further delve into the effect rising interest rates and quantitative tightening have on the sector, and potential vulnerabilites across the region.
February 22, 2019 (5.12mins)
In this episode of Moody’s Talks, Singapore-based Managing Director for Credit Strategy Michael Taylor and Vice President-Senior Credit Officer Martin Petch discuss the credit implications of China’s commitments to the US on trade and on creating level playing fields for foreign companies.
February 14, 2019(5.34mins)
In this episode of Moody’s Talks, Sharon Ou, a Vice President in the Credit Strategy and Standards Group, and Joyce Jiang, an Associate Analyst in the group, discuss the credit performance and default rates of nonfinancial companies in emerging markets. In addition to firm-specific factors, developments at the country level affect emerging market corporate default rates. Amid rising credit challenges, countries with structural weakness and less-strong financial metrics in the corporate sector will show greater vulnerability.
Slowing euro area growth is unlikely to trigger major financial policy changes among the region's companies. Many have a number of options to help shield earnings and maintain credit quality, including cutting capital spending, pulling back on opportunistic acquisitions and reducing dividends.