SECTOR COMMENT
07 Jan 2021|Moody's Investors Service
President-elect Joe Biden’s policy proposals likely will gain more traction under a Democratic-controlled US Senate, although passage of meaningful legislation will still require bipartisan cooperation at a time when political polarization has widened. Biden’s policy agenda has credit implications for sectors including healthcare, financial institutions, infrastructure and energy.
10 Dec 2020|Moody's Investors Service
Numerous areas of possible policy focuses in the upcoming Biden administration have the potential to drive credit conditions for issuers involved in US housing and housing finance.
SECTOR COMMENT
08 Nov 2020
The policy priorities of Democrat Joe Biden, who has been widely declared the winner of the US presidential election, will have credit implications for numerous US and global sectors. Key challenges for the new administration will include the still-weak economy, the coronavirus and healthcare, China relations, record-high deficits and environmental issues.
SECTOR COMMENT
09 Dec 2020|Moody's Investors Service
Despite a renewed emphasis on improving relations with traditional allies in Asia, US policy toward China is unlikely to change dramatically. Structural shifts underway in Asia will continue.
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.
PODCAST
21 Oct 2020|Moody's Investors Service
Stefan Kahandaliyanage of the Insurance team lays out the risks US health insurers face from a policy drive toward a public insurance option. Plus, Simon Ainsworth and James Eck of the Insurance team discuss the latest developments in global insurers’ efforts to assess and manage climate risk.
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.
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.
SECTOR COMMENT
19 Oct 2020|Moody's Investors Service
Companies that mine coal used to generate electricity are among those that will feel the greatest repercussions from the outcome of the US Presidential election.