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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

00:12:47

Unpacking our negative outlook on the US sovereign...

Moody’s Talks – The Big Picture ·

2023/11/20

In this episode of the Big Picture podcast, we delve into the reasons behind our outlook change, factors supporting the Aaa rating and opportunities to slow a decline in fiscal strength.Speaker: William Foster, Senior Vice President at Moody’s Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:15:30

Higher-for-longer rates cloud economic and credit...

Moody’s Talks – The Big Picture ·

2023/11/14

In this episode of the Big Picture podcast, we discuss our forecasts for G20 economic growth and inflation next year, and what this means for companies, lenders and governments.Speakers: Elena Duggar, MD-Credit Strategy; Madhavi Bokil, Senior VP-Credit StrategyHost: Sarah Carlson, Senior VP-SovereignRelated Research:Global Macro Outlook 2024-25: G-20 growth dynamics diverge amid ongoing global slowdown

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00:11:19

The tide is turning in global shipping

Moody’s Talks – The Big Picture ·

2023/11/06

In this episode of the Big Picture podcast, we discuss what is driving the recent fall in freight rates and what this could mean for the sector’s efforts to decarbonize and the global economy.Guests: Daniel Harlid, VP-Senior Credit Officer within the Corporate Finance Group at Moody’s Investors ServiceHost: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service

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00:28:43

Some sovereigns’ debt-reduction efforts will face...

Moody’s Talks – The Big Picture ·

2023/10/16

Our forecasts suggest a decline in debt/GDP ratios for around 80 of the 140 sovereigns we rate next year. However, social and environmental demands, coupled with higher-for-longer interest rates, pose larger fiscal challenges for some.Guests: Marie Diron, MD – Global Sovereign Risk, and Sarah Carlson, Senior Vice President at Moody’s Investors ServiceHost: William Foster, Senior Vice President at Moody’s Investors Service

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00:26:21

US dollar will remain at the center of a more...

Moody’s Talks – The Big Picture ·

2023/10/04

In this episode of the Big Picture podcast, we discuss the narrative around the dollar’s demise, the implications for the global economy and the viability of its rivals.Guests: Al Wilson, Chief Credit Officer at Moody’s Investors Service (MIS), and William Foster, Senior Vice President at Moody’s Investors ServiceHost: Sarah Carlson, Senior Vice President at Moody’s Investors Service

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00:21:10

What artificial intelligence means for companies and...

Moody’s Talks – The Big Picture ·

2023/09/25

In this episode of the Big Picture podcast, we discuss the hype around generative AI, which sectors and countries stand to gain most, and the risks they need to manage.Guests: Vincent Gusdorf, Senior Vice President within the Digital Finance group at Moody’s Investors Service (MIS), and Christian Fang, VP-Senior Analyst in the Sovereign Risk group at MIS. Host: Matt Bridle, AVP within the Research Group at Moody’s Investors Service

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00:37:45

Higher interest rates will test the shadow banking...

Moody’s Talks – The Big Picture ·

2023/09/04

In this episode of the Big Picture podcast, we delve into the world of shadow banking, exploring its recent rapid growth, where we think the risks are, the challenges facing regulators, and the potential threats to financial stability.Guests: Colin Ellis, MD-Global Credit Strategist at Moody’s Investors Service, and Michael Taylor, MD-Credit Strategy at Moody’s Investors ServiceHost: Jennifer Wong, VP-Sr Credit Officer at Moody’s Investors Service

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00:22:37

Population ageing is set to reshape Asia's credit...

Moody’s Talks – The Big Picture ·

2023/08/02

Barring gains in productivity, participation rates, skills, education and experience, the coming drag on growth and public finances will be significant.Guests: Christian de Guzman, Senior Vice President/Manager at Moody’s Investors Service, and Anushka Shah, Vice President-Senior Credit Officer at Moody’s Investors ServiceHost: William Foster, Senior Vice President at Moody’s Investors Service

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00:18:43

Aging will lead to a resurgence in labor shortages

Moody’s Talks – The Big Picture ·

2023/06/26

On this episode of the Big Picture podcast, our analysts explore the situation in labor markets and its broader implications for the global economy and corporate credit quality.Guests: Yasmina Serghini, Managing Director within the Corporate Finance Group at Moody’s Investors Service, and Gabriel Agostini, Assistant Vice President within the Credit Strategy and Research Group at Moody’s Investors ServiceHost: Jennifer Wong, Vice President – Senior Credit Office within the Sub-Sovereign Group at

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00:21:26

Where are the biggest risks in commercial real estate?

Moody’s Talks – The Big Picture ·

2023/05/30

As higher borrowing costs and structural shifts compound cyclical trends in commercial real estate, our analysts explain where the risks lie and how they could affect lenders and the broader economy. Guests: Ana Arsov, MD- Financial Institutions at Moody’s Investors Service, Keith Banhazl, MD-Structured Finance at Moody’s Investors Service and Matthias Hellstern, MD-Corporate Finance at Moody’s Investors ServiceHost: William Foster, Senior Vice President within the Sovereign Risk team at Moody’s

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00:18:56

What will it mean if higher interest rates are here...

Moody’s Talks – The Big Picture ·

2023/05/08

Policy rates may be approaching their peaks, but central bankers are unlikely to change course anytime soon. In this episode of The Big Picture podcast, we discuss what this means for credit risk.Guests: Atsi Sheth, MD-Global Strategy & Research at Moody’s Investors Service, and Jorge Rodriguez-Valez, Senior Vice President within Global Strategy & Research at Moody’s Investors ServiceHost: Sarah Carlson, Senior Vice President within the Sovereign Risk team at Moody’s Investors Service

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00:16:31

Closing the gender gap would add trillions of dollars...

Moody’s Talks – The Big Picture ·

2023/03/21

The underutilization of women in the workforce has a huge cost in terms of lost productivity and economic output around the world. What progress has been made and what will it take for women to achieve parity in labor force participation, pay and management roles?Guests: Dawn Holland, Director of Economic Research, Moody’s Analytics, and Raphaele Auberty, Analyst – Sub-sovereign Group, Moody’s Investors Service.Host: Sarah Carlson, Senior Vice President, Sovereign Risk Group, Moody’s Investors

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00:26:52

Mark Zandi on the looming US debt ceiling drama

Moody’s Talks – The Big Picture ·

2023/03/09

The chief economist of Moody’s Analytics joins host William Foster to discuss the consequences of debt limit brinkmanship for the US sovereign, the economy and global financial markets. Guest: Mark Zandi, Chief Economist, Moody’s Analytics.Host: William Foster, Vice President – Senior Credit Officer, Sovereign Risk Group, Moody’s Investors Service.To read more on this topic, visit The Big Picture page on Moodys.com (some content only available to registered users or subscribers).

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00:19:27

Europe’s economic challenges are growing as the war...

Moody’s Talks – The Big Picture ·

2023/02/22

One year after Russia invaded Ukraine, European economies are confronting a plethora of challenges and a transformed geopolitical landscape. We discuss the trade-offs for Europe as it seeks long-term replacements for Russian gas supplies while keeping decarbonization plans on track, the prospects for certain countries in stabilizing their government debt levels, and how European policymakers are responding to the US Inflation Reduction Act. Guests: Jeromin Zettelmeyer, Director, Bruegel.Host: Sarah

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00:13:47

Why the pandemic-era housing booms did not last

Moody’s Talks – The Big Picture ·

2023/02/07

Home prices are falling in the US and Europe after a surge during COVID-19, as interest rates rise at a rapid clip and economic growth slows. On this episode, we discuss what’s different about this housing market downturn, particularly the big changes in mortgage lending since the global financial crisis, and why the credit performance of outstanding European mortgages will likely be much more uneven in the current higher interest rate environment compared with mortgages in the US. We also discuss

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00:17:10

ESG credit risks will grow and evolve in 2023

Moody’s Talks – The Big Picture ·

2023/01/17

ESG issues will come into sharp relief this year as corporate debt issuers grapple with growing scrutiny over their decarbonization plans, social risks intensify and the rules of the road for ESG investments evolve – all in an environment of heightened macroeconomic, financial and geopolitical risks. In this episode, we discuss the highlights of our recently published ESG Outlook and what are the key ESG trends that will shape credit quality in 2023.Guests: Rahul Ghosh, Managing Director –

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00:23:37

Is the age of globalization over?

Moody’s Talks – The Big Picture ·

2022/12/13

We discuss how recent geopolitical realignments and the splintering of international trade and financial flows will have credit effects for many sovereigns, and how deepening regionalization, not globalization, may be the trend of the future.Guests: Anne Van Praagh, Managing Director, Global Sovereign Risk, Moody’s Investors Service; and Shannon K. O’Neil, Vice President, Deputy Director of Studies, and Nelson and David Rockefeller Senior Fellow for Latin America Studies, Council on Foreign

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00:25:11

Post-COP27, focus turns to climate financing

Moody’s Talks – The Big Picture ·

2022/11/22

On this episode, we assess the major policy announcements from the COP27 climate summit and what they mean for the sovereign and corporate credit environment and for climate risk modeling. We discuss the “loss and damage” agreement on providing aid to poorer countries that have suffered some of the worst effects of climate change, innovations in climate finance, and what new technologies will be needed to bring about carbon transition of hard-to-abate business sectors.Guests: Marie Diron, Managing

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00:22:13

Global credit conditions are on course for a rocky 2023

Moody’s Talks – The Big Picture ·

2022/11/08

In this special episode to coincide with the publication of Moody’s 2023 Global Credit Conditions Outlook, we discuss how persistent inflation, rising interest rates and slowing growth will cast a cloud over the borrowing environment next year. We look at the factors that make this turn in the credit cycle unique, and the likely path for corporate and sovereign defaults. We also examine why social challenges are a risk we are watching especially closely, and where there could be potential for

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00:13:51

Investor Mark Mobius joins Atsi Sheth of Moody’s to...

Moody’s Talks – The Big Picture ·

2022/11/03

Long-time emerging markets investor Mark Mobius speaks with Atsi Sheth of Moody’s about the risks and opportunities in the current macroeconomic environment, effects of the strong dollar, and the outlook for cryptocurrencies as an asset class. This interview took place on the sidelines of Moody’s recent South Africa Risk Summit in Johannesburg, and also touches on Dr. Mobius’s views on investing in Africa and how he thinks increased digitalization of economies will play a large role in improving

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76 results

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