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PODCAST

Moody’s Talks – The Big Picture

Sarah Carlson, William Foster, Colin Ellis

On Moody’s Talks – The Big Picture, hosts Sarah Carlson, William Foster and Colin Ellis bring you insights from Moody’s analysts around the world on hot topics across fixed-income markets. Each episode will illuminate Moody’s thinking on the latest credit and economic developments, ranging from the continued impact of the COVID-19 pandemic, to technological disruption, political shifts and climate change. Please join us as we explore what’s on the horizon for the global credit landscape.

business investing

All Episodes

00:19:37

Entering new markets offers Chinese EV makers...

Moody’s Talks – The Big Picture ·

2024/08/28

China has rapidly become the largest producer of electric vehicles (EV) globally, with a nearly 40% increase in sales volume last year. In this episode, Colin Ellis talks with our analyst Gerwin Ho about the drivers behind this growth, how a drive to boost scale amid intense domestic competition has prompted them to look elsewhere and the difficulties they will encounter in boosting exports and setting up overseas production.Speaker: Gerwin Ho, VP-Senior Credit Officer, Corporate Finance Group at

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00:24:36

Geopolitics laid bare: a world of “wicked problems”

Moody’s Talks – The Big Picture ·

2024/08/05

With macroeconomic matters moderating, geopolitics has taken center stage with conflicts in the Middle East and elsewhere threatening the world order. In this episode, host Colin Ellis calls on NATO advisor and geopolitics expert Klaus Dodds to assess today’s political and environmental flash points. Dodds sees a “world full of wicked problems” and considers some pragmatic outcomes, including potential Ukrainian concessions to Russia.Speaker: Klaus Dodds, Executive Dean and Professor of Geopolitics

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00:13:13

Huge demand for data centers right now masks...

Moody’s Talks – The Big Picture ·

2024/07/17

We forecast growing demand for cloud services, the adoption of new AI products and cryptocurrencies will see investment in new data center capacity exceed $2 trillion globally over the next five years. But real customer demand and continued technological improvements could limit the amount of data center capacity that is actually needed over the longer term. In this episode, John Medina explains what risks this uncertainty poses to investors in the corporate credit, leveraged loan, bank, CMBS, ABS,

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00:15:31

Uncertainty hangs over France after legislative...

Moody’s Talks – The Big Picture ·

2024/07/10

On 7 July, France held the second and final round of legislative elections, which produced a shock upset for Marine Le Pen’s Rassemblement National party after strong first round. But with no clear path to a majority and France’s inexperience with broad political coalitions, the country now faces an uncertain political future. Sarah Carlson discusses what this could mean for the French sovereign rating and the rest of Europe.Speaker: Sarah Carlson, Senior Vice President at Moody's RatingsHost:

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00:13:55

Costs rising steadily as cyberattacks become more...

Moody’s Talks – The Big Picture ·

2024/07/01

The digital transformation of the global economy offers big opportunities for companies and governments but also increases their exposure to private and state-backed cyberattacks. In this episode, we talk about the recent rise in these attacks, how new advances like Gen AI are making them more sophisticated, their effects on our assessment of credit risk, and the strategies companies are adopting to protect themselves.Speaker: Leroy Terrelonge, VP-Analyst/Cyber Credit Risk at Moody's RatingsHost:

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00:14:23

UK Elections: Predictions, challenges, and policy shifts

Moody’s Talks – The Big Picture ·

2024/06/12

The lead analyst for the UK sovereign rating, Evan Wohlmann, joins Colin Ellis to discuss the potential outcomes, policy changes, and the role of Brexit and immigration in shaping the sovereign’s future rating trajectory.Speaker: Evan Wohlmann, VP-Sr Credit Officer at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's RatingsRelated Research:Government Policy – UK: New government could boost growth, but faces fiscal and institutional hurdles

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00:12:38

Biden’s latest tariffs and the future US-China trade...

Moody’s Talks – The Big Picture ·

2024/05/23

Last week, President Biden announced that the US will increase tariffs on $18 billion of imports from China in sectors like electric vehicles, semiconductors and solar panels. In this episode, we review the implications of these measures on the US and Chinese economies, the individual sectors we rate, and for the future of US-China trade ties.Speakers: Dima Cvetkova, Analyst/CSR at Moody's Ratings, Elena Duggar, MD-Credit Strategy at Moody's RatingsHost: William Foster, Senior Vice President at

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00:16:13

Private credit's rapid rise and its implications

Moody’s Talks – The Big Picture ·

2024/05/20

The world of finance is always changing. There’s always a new kid on the block, and one of the fastest growing asset classes in recent years is this thing called private credit. But what exactly is private credit and what kind of risks does it pose? That’s the topic we will be discussing today with Christina Padgett, an associate managing director in our Corporate Finance Group. Speaker: Christina Padgett, Associate Managing Director at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist

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00:10:25

Global corporate picture is improving

Moody’s Talks – The Big Picture ·

2024/05/09

Following updates in the first quarter of this year, positive outlooks now outnumber the negative ones we assign to industry sectors globally. In this episode, we speak to Edmond DeForest about the drivers behinds these recent improvements despite the challenges facing the global economy and our expectations for business conditions in the next 12 to 18 months.Speaker: Edmond DeForest, Senior Vice President at Moody's RatingsHost: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings

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00:14:28

Mixed picture for sovereigns at World Bank and IMF...

Moody’s Talks – The Big Picture ·

2024/04/18

The tone has shifted since the meetings last year to cautious optimism about a soft landing for the global economy. But stubborn inflation, budget constraints and geopolitics present growing concerns, particularly in light of recent events in the Middle East. In this episode, we sit down with Marie Diron and Sarah Carlson from the sovereign team to discuss what this means for the future direction of sovereign ratings.Speakers: Marie Diron, MD-Global Sovereign Risk at Moody's Ratings; Sarah Carlson,

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00:16:31

Green technology and industry

Moody’s Talks – The Big Picture ·

2024/04/15

It’s a long way to global net zero emissions but some industrial efforts are getting traction. Proof-of-concept has been established in steelmaking, where hydrogen can help replace coal, and in aviation, where some planes are taking to the skies on biofuel. In this episode, we discuss the early stages of this transformation and what it will take to keep it going.Speaker: Rebecca Karnovitz, Vice President, Senior Credit Officer – ESG Group, Moody’s RatingsHost: Sarah Carlson, Senior Vice President –

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00:13:46

Semiconductors and geopolitics

Moody’s Talks – The Big Picture ·

2024/03/25

Computers are not just on your desk. They're in your phones, your cars, your microwave. Even washing machines are now computers. And the demand for the computer chips that these products use is an increasing focus not just for investors but also for governments globally. In this episode, we discuss how this intervention is impacting the big players and where the market is headed with our lead analyst for Nvidia and Intel, Raj Joshi.Speaker: Raj Joshi, Senior Vice President at Moody's RatingsHost:

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00:17:18

Corporate default rate will ease in 2024 while...

Moody’s Talks – The Big Picture ·

2024/03/13

The rate will likely decline to 3.6% by the end of 2024, from a 5% peak in January, as central banks begin lowering policy rates.Speakers: Sharon Ou, VP-Sr Credit Officer/Mgr/CSRHost: Colin Ellis, MD-Global Credit Strategist

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00:15:47

Narrowing gender gaps in labour markets and on boards...

Moody’s Talks – The Big Picture ·

2024/03/04

Female labour participation rates have more than recovered losses sustained during the pandemic. The associated boost in economic activity and support to households is positive for a range of issuers.Speakers: Dawn Holland, Director-Economic Research at Moody's Analytics; Ana Rayes, VP-Senior Analyst at Moody's Investors ServiceHost: William Foster, Senior Vice President at Moody’s Investors Service

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00:11:30

Refinancing needs and valuation gaps increase risks...

Moody’s Talks – The Big Picture ·

2024/02/26

Around €300 billion of European spec-grade corporate debt needs refinancing by 2026, but uncertain market access, slower growth and higher interest rates increase risks for some lower rated entities. Speaker: Martin Hallmark, Senior Vice President-CFG at Moody's Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:13:52

Unraveling the recent sovereign default wave

Moody’s Talks – The Big Picture ·

2024/02/12

Since 2020, there have been 20 sovereign defaults, surpassing the total in the entire previous decade. What factors led to this point, where are they concentrated and will they continue?Speakers: William Foster, Senior Vice President at Moody’s Investors Service; David Rogovic, VP-Sr Credit Officer at Moody's Investors ServiceHost: Sarah Carlson, Senior Vice President at Moody’s Investors Service

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00:16:54

Elections heighten risks for the green investment boom

Moody’s Talks – The Big Picture ·

2024/01/29

Strong policies, innovation and falling costs are set to propel green capital spending this year. However, a busy election calendar and slowing economic growth could temper that momentum.Speaker: Rahul Ghosh, MD-Sustainable Finance at Moody's Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:16:29

Binance fine is a sign of tougher crypto market scrutiny

Moody’s Talks – The Big Picture ·

2023/12/15

A $4 billion fine for the cryptocurrency exchange Binance indicates greater regulatory focus that could bring more security and confidence to the crypto sector.Speaker: Cristiano Ventricelli, VP-Senior Analyst/DFDA at Moody's Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:11:39

China's negative outlook explained

Moody’s Talks – The Big Picture ·

2023/12/07

In this episode of the Big Picture podcast, we delve into the factors underpinning our recent decision to change the outlook on the Chinese sovereign rating to negative.Speaker: Gene Fang, Associate Managing Director - Sovereign Risk Group at Moody's Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:16:22

Israel-Hamas conflict: scenarios and effects

Moody’s Talks – The Big Picture ·

2023/11/29

The conflict's credit effects should be limited to Israeli issuers, but an escalation that disrupts global energy and financial markets would widen the scope significantly.Speakers: Kathrin Muehlbronner, Senior VP-Sovereign Risk at Moody's Investors Service; Laura Perez, Associate MD-Credit Strategy at Moody's Investors ServiceHost: William Foster, Senior Vice President at Moody’s Investors Service

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76 results

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