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The Big Picture

Critical Minerals: The Risks of Relying on Others
Featured Podcast
Jul 13 · 22 MIN
Critical Minerals: The Risks of Relying on Others
Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security.These elements, like lithium and cobalt, are key components of everything from electric vehicles to semiconductors. A subset, called rare earths, have qualities like magnetic powers and high heat resistance.But just because you have them, doesn’t mean they are ready for use.There is a complex and expensive extraction and refining process – and China dominates the world’s production capacity. Many countries are years away from refining minerals at the same scale domestically.We discuss how critical minerals have become economic levers, spurred by geopolitical and trade tensions, demand for high-tech defense equipment, investment in AI and data centers, and diversification of energy sources.Host: William Foster, Senior Vice President, Sovereign Risk, Moody's RatingsGuests: Atsi Sheth, Chief Credit Officer, Moody’s Ratings, Claire Li, Senior Analyst, Credit Strategy, Moody’s RatingsRelated Research:• Flipbook: Critical mineral and material reliance poses risks to US, but policy support offers relief (https://www.moodys.com/web/resources/..., 5 November 2025• Critical minerals – China: A detailed view of the sector (https://www.moodys.com/research/Criti..., 12 June 2025• Artificial Intelligence – Rare earth metals: China’s dominance of critical minerals supply chain creates vulnerabilities for tech firms (https://www.moodys.com/research/Artif..., 2 July 2025• Moody’s Emerging Markets Credit Risk Insights & Analysis (https://www.moodys.com/web/en/us/insi...)Listen: • Apple: https://podcasts.apple.com/us/podcast... • Spotify: https://open.spotify.com/show/7cSbfWT...© 2026 Moody’s Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody’s information made available in this video.
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Credit Currents

The K-Shaped Economy: Why Growth Is Strong but Increasingly Fragile
Jun 18
19 MIN
The K-Shaped Economy: Why Growth Is Strong but Increasingly Fragile
The economy looks resilient, but beneath the surface it’s increasingly divided. In this episode of “Credit Currents,” Mark Zandi, Chief Economist at Moody’s Analytics, and Atsi Sheth, Chief Credit Officer at Moody’s Ratings, discuss the growing impact of the K-shaped economy. They explain how higher-income households are fueling a disproportionate share of consumer spending, while lower-income consumers face rising costs for essentials like gas, food and housing. This imbalance is reshaping demand across sectors, from premium travel and luxury goods to credit access and essential retail. Watch to understand how this dynamic creates a more fragile and vulnerable economy. Listen to "Inside Economics Podcast: #235 - The K Shaped Economy with Heather Long" here:    • Inside Economics Podcast: #235 - The K Sha...   Host: Patrick Ronk, Vice President, Moody’s Ratings Guests: Mark Zandi, Chief Economist, Moody’s Analytics Atsi Sheth, Chief Credit Officer, Moody’s Ratings Related Research:Global Macro Outlook (May 2026 Update) - Global energy market stress weighs on growth prospects (https://www.moodys.com/research/Globa...)The State of the Consumer (March 2026) – US - Higher energy prices and a narrowing consumption base pose risks to spending (https://www.moodys.com/research/The-S...)The State of the Consumer (May 2026) – Europe - Middle East conflict will weaken consumer confidence and nascent economic recovery (https://www.moodys.com/research/The-S...) Geopolitical Risk – Global - Prolonged Strait of Hormuz disruption through autumn broadens credit stress (https://www.moodys.com/research/Geopo...)
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Credit Currents

Private Credit: “Bad Vibes” and the Changing Conversation
Jun 4
14 MIN
Private Credit: “Bad Vibes” and the Changing Conversation
Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline. At our flagship “Credit Frontiers” event, we sat down with Moody’s leaders to discuss what’s behind these “bad vibes” about private credit and what they’re hearing from market participants about the trajectory of the asset class. Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s Ratings Guests:Marc Pinto, Managing Director, Global Head of Private Credit, Moody’s RatingsDavid Hamilton, Managing Director, Head of Asset Management Research, Moody’s AnalyticsRelated Research:Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 (https://www.moodys.com/research/Priva...)Private Credit – Global – Seven key ways private credit is changing 14 May 2026 (https://www.moodys.com/research/Priva...)Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 (https://www.moodys.com/research/Priva...)Moody’s Private Credit Insights (https://www.moodys.com/web/en/us/insi...)
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