Moody’s Talks - Outlook Connections

By: Moody's Investors Service
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  • Summary

  • On Moody’s Talks - Outlook Connections, analysts from around the globe will outline our views on the business conditions for credit markets in the year ahead. We’ll aim to analyze the interplay and correlations between major sectors and asset classes as well as the potential impacts of both short and long term economic trends. From oil, automotive and energy to retail and CMBS, and from airlines and the hospitality sectors to panoramic perspectives on the US and China, join us on a journey into the future of fixed income markets. Published by Moody's Investors Service.
    © 2020 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
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Economics Personal Finance
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Episodes
  • COVID-19 is reshaping future of work and travel

    COVID-19 is reshaping future of work and travel
    Dec 14 2021

    Ranjini Venkatesan and Jacintha Poh of the Corporates team and Andrew Blease of the Infrastructure Finance team discuss remote work, office space, business travel and commuting in Europe, Asia-Pacific and the Americas in light of the pandemic.

    Related content on Moodys.com (some content only available to registered users or subscribers): 

    • Hospitality – Global 2022 Outlook
    • Passenger Airlines – Global 2022 Outlook
    • Airports – Europe 2022 Outlook revised to positive in wake of traffic recovery
    • Airports — US 2022 outlook remains positive as domestic travel recovery continues
    • REITs and REOCs – Global 2022 Outlook

     
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    17 mins
  • Supply chain disruptions will shape credit conditions in 2022, contribute to production shifts

    Supply chain disruptions will shape credit conditions in 2022, contribute to production shifts
    Dec 13 2021

    In this episode of Moody’s Talks – Outlook Connections, Anushka Shah from the Sovereign team and Daniel Harlid and Christina Boni from the Corporates team join host Natasha Brereton-Fukui to discuss how the supply chain weaknesses exposed by the pandemic will influence the credit outlook for governments and businesses in 2022 and beyond.

    Related content on Moodys.com (some content only available to registered users or subscribers): 

    • Trade – Global Congestion at US West Coast ports exacerbates global supply chain woes
    • Shipping – Global 2022 Outlook
    • Public Ports – US 2022 outlook remains positive on elevated cargo volume and revenue
    • Retail and Apparel – US 2022 Outlook 
    • Sovereigns – Asia Pacific 2022 outlook stable as growth recovers and debt flattens; rebuilding of buffers will determine pace of credit recovery 
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    17 mins
  • Sectors exposed to housing are strong but cooling as pandemic aid tapers

    Sectors exposed to housing are strong but cooling as pandemic aid tapers
    Dec 8 2021

    Warren Kornfeld from the Banking team, Rachael McDonald from Public Finance, Kelly Chen and Natalia Gluschuk from Corporates and  Barbara Rismondo from Structured Finance discuss the outlook for sectors exposed to the US, European and Chinese housing markets in the year ahead.

    Related content on Moodys.com (some content only available to registered users or subscribers): 

    • Property – China: Outlook turns negative on tightened funding access
    • State Housing Finance Agencies – US: 2022 outlook remains stable as portfolios recover and strong issuance continues
    • Housing Associations – United Kingdom: 2022 Outlook stable given higher turnover and robust liquidity (Slides)
    • Non-bank mortgage companies – US: Outlook revised to negative from stable as declining originations constrain profitability
    • RMBS and ABS – EMEA: 2022 Outlook – Underwriting will normalize while improving economies aid performance
    • RMBS - US: 2022 Outlook - Eroded affordability will weaken new RMBS; outstanding deal losses will rise but remain low
    • Homebuilding – US, Building Materials – US & Europe: 2022 outlook largely positive (Slides)
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    21 mins

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