Japan’s banks ready for rate rise, Sweden’s face real estate risk, Swiss local deposits are stable
Japan’s banks ready for rate rise, Sweden’s face real estate risk, Swiss local deposits are stable
Moody’s analysts discuss how a rate rise would affect Japan’s banks, Swedish banks’ high exposure to indebted real estat... Read more
2 Aug 2023
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22mins
China’s soft economic recovery raises contingent liability risks from LGFVs
China’s soft economic recovery raises contingent liability risks from LGFVs
Moody’s analysts discuss the economic and credit outlook for China, including the role of local government financing veh... Read more
27 Jul 2023
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19mins
FedNow could increase deposit flight risk; high rates raise UK mortgage lenders' asset, social risks
FedNow could increase deposit flight risk; high rates raise UK mortgage lenders' asset, social risks
Steve Tu discusses FedNow, a new US digital payments system, and why it could exacerbate deposit flight risk for banks. ... Read more
12 Jul 2023
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18mins
Middle-market CLOs, BDCs and closed-end funds present different credit risks
Middle-market CLOs, BDCs and closed-end funds present different credit risks
Moody’s analysts David Burger, Mark Wasden and Neal Epstein explain how differences in structure and asset risk give ris... Read more
28 Jun 2023
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22mins
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Moody’s US Insurance and Asset Management Conference, featuring Guggenheim CIO Anne Walsh
Moody’s US Insurance and Asset Management Conference, featuring Guggenheim CIO Anne Walsh
Moody's Marc Pinto talks to Guggenheim Partners Investment Management’s Anne Walsh about big risks – and opportunities –... Read more
14 Jun 2023
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30mins
Commercial real estate downturn could weaken US life insurers’ portfolio asset quality
Commercial real estate downturn could weaken US life insurers’ portfolio asset quality
US life insurers have significant commercial real estate exposure, mitigated by a low share of holdings in office proper... Read more
31 May 2023
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13mins
Emerging markets banks face decarbonization risks; global reinsurers’ price hikes boost profits
Emerging markets banks face decarbonization risks; global reinsurers’ price hikes boost profits
Vladlen Kuznetsov explains why banks in emerging markets are exposed to environmental risks, and Laline Carvalho-Neff di... Read more
25 May 2023
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13mins
China property outlook turns stable from negative; insurers and mortgage lenders face limited credit risk from the property sector
China property outlook turns stable from negative; insurers and mortgage lenders face limited credit risk from the property sector
In this episode, we discuss China’s stabilizing property sales and improving funding conditions.Then at 9:00, we look at... Read more
17 May 2023
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15mins
China’s post-COVID reopening is positive for domestic mortgage borrowers, some Asia-Pacific banks
China’s post-COVID reopening is positive for domestic mortgage borrowers, some Asia-Pacific banks
Jerome Cheng and Tengfu Li discuss how China’s economic rebound will support residential mortgage-backed securities and ... Read more
10 May 2023
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10mins
Fed policy tightening will keep clamps on US banks’ credit; change may be afoot in global payments
Fed policy tightening will keep clamps on US banks’ credit; change may be afoot in global payments
Jill Cetina explains the main risks we are watching for US banks following recent rating actions. Plus, a cross-regional... Read more
3 May 2023
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27mins
