Episodes
Moody’s analysts C.J. Wong and Yulia Wan discuss ongoing real estate market weakness in China and Vietnam, and explain how the credit effects will differ in each country.
Published 10/11/23
Moody’s analysts Marat Faritov and Cristiano Ventricelli discuss how digital bonds could reshape debt markets, and the hurdles to be overcome before the technology can be more widely adopted.
Published 09/13/23
Moody’s analysts Laline Carvalho-Neff and James Eck explain how reinsurers have boosted their profitability, even as natural catastrophes have grown more frequent and more severe.
Published 09/06/23
Moody’s analysts discuss how a rate rise would affect Japan’s banks, Swedish banks’ high exposure to indebted real estate firms, and the stability of Swiss domestic bank deposits.
Published 08/02/23
Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing vehicles (LGFVs) and their debt burdens, and the latest on the property sector.
Published 07/27/23
Steve Tu discusses FedNow, a new US digital payments system, and why it could exacerbate deposit flight risk for banks. Farooq Khan explains the risks of higher interest rates for UK mortgage lenders.
Published 07/12/23
Moody’s analysts David Burger, Mark Wasden and Neal Epstein explain how differences in structure and asset risk give rise to divergent credit profiles among the three investment vehicles.
Published 06/28/23
Moody's Marc Pinto talks to Guggenheim Partners Investment Management’s Anne Walsh about big risks – and opportunities – for insurers, asset managers and institutional investors.
Published 06/14/23
US life insurers have significant commercial real estate exposure, mitigated by a low share of holdings in office properties and high share of investments in senior investment-grade fixed income.
Published 05/31/23
Vladlen Kuznetsov explains why banks in emerging markets are exposed to environmental risks, and Laline Carvalho-Neff discusses global reinsurers' strong first-quarter results.
Published 05/25/23
In this episode, we discuss China’s stabilizing property sales and improving funding conditions.Then at 9:00, we look at Chinese insurers’ and banks’ exposure to the country’s property sector.
Published 05/17/23
Jerome Cheng and Tengfu Li discuss how China’s economic rebound will support residential mortgage-backed securities and a handful of Asia-Pacific banking systems with close ties to the country.
Published 05/10/23
Jill Cetina explains the main risks we are watching for US banks following recent rating actions. Plus, a cross-regional look at how central bank digital currencies could transform payments.
Published 05/03/23
Moody's analysts discuss high-profile departures from the Net Zero Insurance Alliance, plus increasing GCC bank mergers, and why Japan's largest banks can resist US banking sector stress.
Published 04/19/23
Moody’s analysts discuss accelerating electric vehicle sales’ effects on US auto insurers and auto finance captives, and implications for state fuel taxes.
Published 04/12/23
Moody’s analysts discuss the rescue of Credit Suisse, and explain why some fintechs have thrived even in adversity. Also, a look at the ongoing effects of the Russia-Ukraine conflict on CIS banks.
Published 03/29/23
Moody’s analysts discuss recent developments in the US and European banking systems, the implications for monetary policy and potential spillovers to emerging markets across the globe.
Published 03/17/23
Moody's analysts discuss how emerging markets banks have evolved to compete with new entrants, and explain why fintechs globally are on shakier financial ground.
Published 03/01/23
We explore this year’s outlook for crypto and digital asset firms, and check in on financial repercussions a year after Russia's seizure of leased aircraft.
Published 02/22/23
Helena Kingsley-Tomkins explains what’s behind insurance outlooks in Europe. In Fast Finance: troubles in real estate extend to Vietnam’s banks, and a look at Indian banks’ exposure to Adani Group.
Published 02/15/23
Tomoya Suzuki talks about the digital payments push in Japan, and Rebecca Tan explains why the outlook is brighter for India’s public sector banks.
Published 02/08/23
Moody's analysts discuss crypto asset regulation, credit developments at Silvergate Bank and foreign currency fluctuation risks for emerging markets banks and Asia-Pacific financial institutions.
Published 01/25/23
Bruno Baretta explains how weak macroeconomic conditions are increasing credit risk for finance companies globally despite a possible profitability boost for some companies from rising interest rates.
Published 01/18/23
Claims inflation and higher reinsurance costs loom large in the outlook for P&C insurance, while life insurers see enough benefit from higher interest rates to offset economic turbulence, for now.
Published 01/11/23
Against an uncertain global economic backdrop, hosts Carolyn Henson and Michael Porta talk to Moody’s analysts Edoardo Calandro, Rita Sahu and Nicholas Zhu about prospects for global banks in 202
Published 12/14/22