November 20th 2019 (5.02mins)
Martin Petch and Natasha Brereton-Fukui from the Sovereign team discuss how the credit implications of a structural current account deficit will depend on both its size and how it is financed over the next decade. However, on balance, China’s government is well positioned to deal with the challenges it faces ahead.
November 19, 2019 (10.01mins)
Robard Williams and Rebecca Karnovitz of the Credit Strategy & Research team discuss proposals that would expand access and affordability of health insurance in the US. The proposals, if enacted, would be positive for household consumption and many consumer-facing sectors but be negative for the healthcare sector and would increase fiscal risks for the US sovereign.
November 13th 2019(6.56 mins)
Vincent Allilaire and Antonio Tena from the Credit Strategy & Standards and Structured Finance teams discuss the dynamics of an ageing population in the UK and the fiscal/economic challenges it creates in the long run.
September 24th 2019 (6.49 mins)
Peter Firth and Sven Reinke discuss the majors’ energy-transition policies in the coming years and decades among the world’s big five major oil companies.
September 17th 2019 (6.12mins)
Michael Taylor and George Xu of the Global Credit team discuss the impact of the ongoing US-China trade dispute and China’s economic slowdown on business conditions throughout the rest of Asia.
July 26th 2019 (7.47mins)
Atsi Sheth and Elena Duggar of the Credit Strategy & Research team discuss how rapid adoption of artificial intelligence and digitization could remake businesses and economies to an even greater degree than have previous transformational technologies. These changes could dramatically alter industry dynamics for many companies, as well as create challenges for governments in managing labor transitions, potential income inequality effects, regulatory regimes and cyber risk.
July 25th 2019 (6.01mins)
Simone Andrews and Brendan Sheehan of the ESG team discuss Moody’s analytical framework for assessing corporate governance risk for publicly traded non-financial companies.
July 15th 2019 (8.20mins)
In this episode of Moody’s Talks – Global Credit, Colin Ellis and Ruosha Li of the Credit Strategy & Research team discuss the recent increase in systemic risks in the financial markets. Despite the current volatility, however, these risks remain only moderate.