Moody’s Talks – The Big Picture cover art

All Episodes

Moody’s Talks – The Big Picture — 82 episodes

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Title
1

Emerging Markets and Global Shocks: Why Credit Outcomes Are Uneven

2

Why Private Credit’s Volatility Won’t Stop Growth

3

Why Netflix is Still a Winner After Bidding War with Paramount

4

Introducing: Credit Currents, a new Moody's Ratings video podcast

5

US Tariffs Under IEEPA Struck Down: What’s Next for Credit

6

AI, the Future of Work, and the Risks for Governments

7

Outlooks 2026: How Costly Natural Disasters Reshape Credit Risk

8

Outlooks 2026: How New Digital Systems Will Transform Credit Markets

9

Outlooks 2026: How AI and Digital Disruption is Affecting Credit

10

Outlooks 2026: Political Polarization Strains Global Credit

11

COP30: How to Finance for Resilience

12

How AI, New Tech Will Change Geopolitics

13

How Africa Is Financing Its Future

14

APAC Data Center Boom Faces Risks

15

The Private Credit Surge: What’s Next?

16

What’s Driving India’s Growth and Resilience

17

Possible ‘Mar-a-Lago accord’ and Shifting US Trade Policies

18

How COVID-19 Changed the Outlook for Corporate Credit

19

Tariff Uncertainty and the Risks Ahead for the US Economy

20

California Wildfires: The Challenges Facing LA’s Utilities

21

How California’s Wildfires Will Reshape Insurance

22

2025 Economic Outlook: A Case for Cautious Optimism

23

COP29: Why it’s so hard to close the climate finance gap

24

How the US election could shape global credit conditions

25

US election and implications for US credit

26

Multilateral development bank capital reforms will help increase lending capacity

27

Entering new markets offers Chinese EV makers considerable promise (and challenges)

28

Geopolitics laid bare: a world of “wicked problems”

29

Huge demand for data centers right now masks underlying credit risks

30

Uncertainty hangs over France after legislative elections

31

Costs rising steadily as cyberattacks become more sophisticated and widespread

32

UK Elections: Predictions, challenges, and policy shifts

33

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

34

Private credit's rapid rise and its implications

35

Global corporate picture is improving

36

Mixed picture for sovereigns at World Bank and IMF spring meetings

37

Green technology and industry

38

Semiconductors and geopolitics

39

Corporate default rate will ease in 2024 while remaining near its long-term average

40

Narrowing gender gaps in labour markets and on boards will strengthen credit quality

41

Refinancing needs and valuation gaps increase risks for some European leveraged finance companies

42

Unraveling the recent sovereign default wave

43

Elections heighten risks for the green investment boom

44

Binance fine is a sign of tougher crypto market scrutiny

45

China's negative outlook explained

46

Israel-Hamas conflict: scenarios and effects

47

Unpacking our negative outlook on the US sovereign rating

48

Higher-for-longer rates cloud economic and credit outlook for 2024

49

The tide is turning in global shipping

50

Some sovereigns’ debt-reduction efforts will face mounting obstacles

51

US dollar will remain at the center of a more multipolar world

52

What artificial intelligence means for companies and governments

53

Higher interest rates will test the shadow banking sector

54

Population ageing is set to reshape Asia's credit landscape

55

Aging will lead to a resurgence in labor shortages

56

Where are the biggest risks in commercial real estate?

57

What will it mean if higher interest rates are here to stay?

58

Closing the gender gap would add trillions of dollars to global GDP

59

Mark Zandi on the looming US debt ceiling drama

60

Europe’s economic challenges are growing as the war in Ukraine reaches a grim milestone

61

Why the pandemic-era housing booms did not last

62

ESG credit risks will grow and evolve in 2023

63

Is the age of globalization over?

64

Post-COP27, focus turns to climate financing

65

Global credit conditions are on course for a rocky 2023

66

Investor Mark Mobius joins Atsi Sheth of Moody’s to take the temperature of emerging markets

67

For banks, higher interest rates will have diminishing benefits

68

Who will be most vulnerable as Europe’s energy crunch deepens?

69

The future of work: destination unknown

70

Soaring inflation and rising interest rates temper global economic outlook

71

Cyber risk’s growing intersection with credit risk

72

No easy solutions to Europe’s energy security challenges

73

Will rising food and fuel costs inflame social tensions?

74

Russia-Ukraine military conflict creates cascade of geopolitical risks

75

Russia’s Ukraine invasion stirs new inflation worries

76

What’s driving China’s growth slowdown?

77

Central bank digital currencies: the future of cash?

78

COVID-19 and inequality: same storm, different boats

79

New technologies will drive the world’s net-zero ambitions

80

After COVID, what’s next for government debt?

81

Storms, droughts and wildfires point to rising global climate risks

82

Moody’s Talks – The Big Picture trailer