Outlook Connections

The future of fixed-income markets
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Moody’s Talks - Outlook Connections

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.


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