Moody’s Talks – The Big Picture
By William Foster, Gabriel Agostini, Paloma San Valentin
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Episodes: 82
Description
On Moody’s Talks – The Big Picture, hosts William Foster, Paloma San Valentin and Gabriel Agostini 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 technological disruption, political shifts, to climate change. Please join us as we explore what’s on the horizon for the global credit landscape.
| Episode | Date |
|---|---|
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Emerging Markets and Global Shocks: Why Credit Outcomes Are Uneven
|
May 04, 2026 |
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Why Private Credit’s Volatility Won’t Stop Growth
|
Apr 27, 2026 |
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Why Netflix is Still a Winner After Bidding War with Paramount
|
Apr 02, 2026 |
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Introducing: Credit Currents, a new Moody's Ratings video podcast
|
Apr 02, 2026 |
|
US Tariffs Under IEEPA Struck Down: What’s Next for Credit
|
Mar 25, 2026 |
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AI, the Future of Work, and the Risks for Governments
|
Feb 25, 2026 |
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Outlooks 2026: How Costly Natural Disasters Reshape Credit Risk
|
Jan 14, 2026 |
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Outlooks 2026: How New Digital Systems Will Transform Credit Markets
|
Jan 08, 2026 |
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Outlooks 2026: How AI and Digital Disruption is Affecting Credit
|
Dec 11, 2025 |
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Outlooks 2026: Political Polarization Strains Global Credit
|
Nov 12, 2025 |
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COP30: How to Finance for Resilience
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Oct 28, 2025 |
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How AI, New Tech Will Change Geopolitics
|
Oct 02, 2025 |
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How Africa Is Financing Its Future
|
Sep 18, 2025 |
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APAC Data Center Boom Faces Risks
|
Aug 06, 2025 |
|
The Private Credit Surge: What’s Next?
|
Jun 11, 2025 |
|
What’s Driving India’s Growth and Resilience
|
Jun 04, 2025 |
|
Possible ‘Mar-a-Lago accord’ and Shifting US Trade Policies
|
Apr 02, 2025 |
|
How COVID-19 Changed the Outlook for Corporate Credit
|
Mar 12, 2025 |
|
Tariff Uncertainty and the Risks Ahead for the US Economy
|
Mar 06, 2025 |
|
California Wildfires: The Challenges Facing LA’s Utilities
|
Jan 29, 2025 |
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How California’s Wildfires Will Reshape Insurance
|
Jan 22, 2025 |
|
2025 Economic Outlook: A Case for Cautious Optimism
|
Nov 26, 2024 |
|
COP29: Why it’s so hard to close the climate finance gap
|
Oct 29, 2024 |
|
How the US election could shape global credit conditions
|
Oct 10, 2024 |
|
US election and implications for US credit
|
Oct 03, 2024 |
|
Multilateral development bank capital reforms will help increase lending capacity
|
Sep 30, 2024 |
|
Entering new markets offers Chinese EV makers considerable promise (and challenges)
|
Aug 28, 2024 |
|
Geopolitics laid bare: a world of “wicked problems”
|
Aug 05, 2024 |
|
Huge demand for data centers right now masks underlying credit risks
|
Jul 17, 2024 |
|
Uncertainty hangs over France after legislative elections
|
Jul 10, 2024 |
|
Costs rising steadily as cyberattacks become more sophisticated and widespread
|
Jul 01, 2024 |
|
UK Elections: Predictions, challenges, and policy shifts
|
Jun 12, 2024 |
|
Biden’s latest tariffs and the future US-China trade policy
|
May 23, 2024 |
|
Private credit's rapid rise and its implications
|
May 20, 2024 |
|
Global corporate picture is improving
|
May 09, 2024 |
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Mixed picture for sovereigns at World Bank and IMF spring meetings
|
Apr 18, 2024 |
|
Green technology and industry
|
Apr 15, 2024 |
|
Semiconductors and geopolitics
|
Mar 25, 2024 |
|
Corporate default rate will ease in 2024 while remaining near its long-term average
|
Mar 13, 2024 |
|
Narrowing gender gaps in labour markets and on boards will strengthen credit quality
|
Mar 04, 2024 |
|
Refinancing needs and valuation gaps increase risks for some European leveraged finance companies
|
Feb 26, 2024 |
|
Unraveling the recent sovereign default wave
|
Feb 12, 2024 |
|
Elections heighten risks for the green investment boom
|
Jan 29, 2024 |
|
Binance fine is a sign of tougher crypto market scrutiny
|
Dec 15, 2023 |
|
China's negative outlook explained
|
Dec 07, 2023 |
|
Israel-Hamas conflict: scenarios and effects
|
Nov 29, 2023 |
|
Unpacking our negative outlook on the US sovereign rating
|
Nov 20, 2023 |
|
Higher-for-longer rates cloud economic and credit outlook for 2024
|
Nov 14, 2023 |
|
The tide is turning in global shipping
|
Nov 06, 2023 |
|
Some sovereigns’ debt-reduction efforts will face mounting obstacles
|
Oct 16, 2023 |
|
US dollar will remain at the center of a more multipolar world
|
Oct 04, 2023 |
|
What artificial intelligence means for companies and governments
|
Sep 25, 2023 |
|
Higher interest rates will test the shadow banking sector
|
Sep 04, 2023 |
|
Population ageing is set to reshape Asia's credit landscape
|
Aug 02, 2023 |
|
Aging will lead to a resurgence in labor shortages
|
Jun 26, 2023 |
|
Where are the biggest risks in commercial real estate?
|
May 30, 2023 |
|
What will it mean if higher interest rates are here to stay?
|
May 08, 2023 |
|
Closing the gender gap would add trillions of dollars to global GDP
|
Mar 21, 2023 |
|
Mark Zandi on the looming US debt ceiling drama
|
Mar 09, 2023 |
|
Europe’s economic challenges are growing as the war in Ukraine reaches a grim milestone
|
Feb 22, 2023 |
|
Why the pandemic-era housing booms did not last
|
Feb 07, 2023 |
|
ESG credit risks will grow and evolve in 2023
|
Jan 17, 2023 |
|
Is the age of globalization over?
|
Dec 13, 2022 |
|
Post-COP27, focus turns to climate financing
|
Nov 22, 2022 |
|
Global credit conditions are on course for a rocky 2023
|
Nov 08, 2022 |
|
Investor Mark Mobius joins Atsi Sheth of Moody’s to take the temperature of emerging markets
|
Nov 03, 2022 |
|
For banks, higher interest rates will have diminishing benefits
|
Oct 25, 2022 |
|
Who will be most vulnerable as Europe’s energy crunch deepens?
|
Oct 11, 2022 |
|
The future of work: destination unknown
|
Sep 20, 2022 |
|
Soaring inflation and rising interest rates temper global economic outlook
|
Jun 14, 2022 |
|
Cyber risk’s growing intersection with credit risk
|
May 24, 2022 |
|
No easy solutions to Europe’s energy security challenges
|
May 03, 2022 |
|
Will rising food and fuel costs inflame social tensions?
|
Apr 12, 2022 |
|
Russia-Ukraine military conflict creates cascade of geopolitical risks
|
Mar 22, 2022 |
|
Russia’s Ukraine invasion stirs new inflation worries
|
Mar 08, 2022 |
|
What’s driving China’s growth slowdown?
|
Feb 08, 2022 |
|
Central bank digital currencies: the future of cash?
|
Jan 18, 2022 |
|
COVID-19 and inequality: same storm, different boats
|
Dec 14, 2021 |
|
New technologies will drive the world’s net-zero ambitions
|
Nov 09, 2021 |
|
After COVID, what’s next for government debt?
|
Oct 19, 2021 |
|
Storms, droughts and wildfires point to rising global climate risks
|
Sep 30, 2021 |
|
Moody’s Talks – The Big Picture trailer
|
Sep 16, 2021 |