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Outlooks 2026

Get a clear view of the forces shaping credit markets worldwide, ranging from macroeconomic shifts to sector-specific developments to global events.

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Global outlooks

Global credit

Explore the four drivers set to shape global credit conditions in the year ahead

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Global banks

Global banking will be stable as economic growth, lower rates support asset quality

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Global macro

Global growth will be steady but subdued as geopolitical and trade tensions go on

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Moody's Credit Outlook

Published weekly, Moody's Credit Outlook provides a summary of key events shaping the global financial landscape.

 

  • Anthropic's latest model releases point to accelerating AI credit impact
  • UK approves tobacco ban, a modest long-term credit negative for the sector
  • For UBS, updates to Swiss Too-Big-To-Fail framework are credit positive; no change to AT1 regime
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