Outlook Connections

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


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December 3, 2020

Shifting consumer behavior spurs upheaval in US retail and threatens US shopping malls

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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3
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December 1, 2020

Lower-rated leveraged loans, junior CLO tranches to bear brunt of coronavirus impact

Christina Padgett and Sandra Veseli of the Corporates team, Al Remeza of the Structured Finance team, and Ana Arsov of the Financial Institutions team discuss the outlook for leveraged finance and collateralized loan obligations (CLOs) in the US and EMEA. Coronavirus-related defaults will likely peak in 2021, but banks’ exposure is limited. Lower-rated loans to coronavirus-exposed sectors will be worst affected, with a knock-on effect on the junior tranches of existing CLOs.
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2
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November 12, 2020

Global economies face policy challenges in 2021 as pandemic fallout continues

Atsi Sheth from the Credit Strategy team and Yves Lemay from the Sovereign Risk Group discuss the outlook for the global economy and sovereign credit in 2021 in light of the seismic financial shock caused by the coronavirus pandemic. They also outline the differing outlooks and credit risks faced by three key economies: the US, China and the UK.
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November 9, 2020

Uneven recovery, rising debt and digital transformation will shape credit in 2021

Anne Van Praagh and Michael Taylor of the Credit Strategy & Research team discuss six key trends that will affect the credit landscape as the world deals with the coronavirus crisis. These include an uneven economic recovery, higher corporate and sovereign debt loads, and the accelerated digital transformation of major business sectors.

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October 30, 2020

Moody's Talks - Outlook Connections Trailer

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.
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