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Moody’s Talks - Outlook Connections
Episode 4
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December 3, 2020
Shifting consumer behavior spurs upheaval in US retail and threatens US shopping malls
Inside this episode:
Analysts Mickey Chadha and Kevin Fagan discuss the outlook for US retail and the credit conditions for the US commercial mortgage-backed securities market in 2021. They outline how the coronavirus pandemic is rapidly accelerating digitization, which is increasingly dividing retailers into digital-haves and have-nots, reshaping mall design and determining which retail tenants are attractive to the market.
Related content:
- US retail, apparel sectors will rebound in 2021 amid still-high risks We changed our retail and apparel outlooks to stable in the fourth quarter on the basis that the worst of the pandemic is over. Despite lofty 2021 growth forecasts, downside risks are high and it will be potentially years before both industries return to 2019 profitability levels.
- Moody's Outlooks Hub Moody’s Outlooks highlight our forward-looking views on global credit conditions and trends across sectors, countries and regions. In an unprecedented year ahead for credit markets, register and gain exclusive access to a wealth of Moody's expertise in our series of virtual events, reports, podcasts, and infographics.
