US Elections in Focus
Policies implemented after the US elections will affect business conditions for many sectors. Key challenges for the next administration will include reviving growth, the coronavirus pandemic, relations with China and rising government debt.
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  • 报告

  • 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.

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    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.

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    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.

    主要联系人
    Robard Williams
    Senior Vice President – Credit Strategy and Standards
    Robard.williams@moodys.com
    Atsi Sheth
    Managing Director – Credit Strategy and Standards
    Atsi.sheth@moodys.com