A(z) Moody Talks csatorna legjobb podcastjai (2024)

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Global commodities under pressure as China’s growth engine slows 19:48

8h ago19:48

19:48

The commodities sector isn’t looking rosy and that is largely due to the outsize influence of China, which is currently in the grip of an economic slowdown. These pressures come on top of geopolitical damage to trade and supply chains, and the energy transition which is increasing global appetite for some commodities and eroding it for others. Our …

1
Global real estate prospects remain rocky 16:15

1M ago16:15

16:15

The outlook for the global real estate market remains negative with the bumpy economy, tight financing conditions and the surge in remote work. In the US, we expect rental income growth for offices to remain poor overall and apartment income growth to moderate this year with supply up, mostly in parts of the Sunbelt. Globally, Japan is a bright spo…

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Pace of electric vehicle sales hits several roadblocks 17:23

2M ago17:23

17:23

In our opening segment, we discuss the slight slowdown in global market share growth for battery electric vehicles (BEVs) as some incentives to buy have ended, yet prices remain high. A scarcity of charging stations in Europe and the US also remains a deterrent for consumers. Our second segment, which starts at 9:40, focuses on the charging shortag…

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Artificial intelligence has potential to transform many types of companies 14:33

3M ago14:33

14:33

Artificial Intelligence or AI is predicted to have a profound impact on many areas of business. In this episode of Behind the Bonds we assess where AI innovation is already showing significant potential. Which industries can expect to see improved productivity and what are the potential timelines for any positive impact on credit quality? We also d…

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Regional Credit Outlooks for 2024 19:30

4M ago19:30

19:30

In 2024 we see an uneven picture for companies across the globe. For those in North America and Asia-Pacific, excluding China, the credit outlook is stable. But in Europe, the Middle East and Africa, and Latin America the outlook is negative. Driving this testing global environment are higher for longer interest rates which are raising the cost of …

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Refinancing needs will intensify over the next three years, spurring issuance and defaults 9:50

5M ago9:50

9:50

This year has been a very weak one for leveraged finance deals as aggressive global monetary tightening hit markets. In this episode we explain why we see a gradual improvement in 2024, with refinancings driving new issuance in the US and EMEA. Guests: Chris Padgett, Associate Managing Director of North America Leveraged Finance Research and Jeanin…

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Retailers look past inflation fatigue and high inventories, while conditions worsen for seaborne shipping 15:37

6M ago15:37

15:37

Retailers in North America and Europe are looking forward to another bustling holiday shopping season—but consumers may not be as eager this year as stores have hoped amid fairly high inflation, even with a strong labor market. Will 2024 get any better for retailers and makers of apparel? Later we look at the global transport sector—where container…

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Private lenders pile up cash, compete for LBOs, driving up risk 17:33

7M ago17:33

17:33

Private credit lenders built stores of capital that we expect will be put to work competing with banks to fund a new wave of leveraged buyouts. In the first segment of this episode, we discuss LBO competition and the risks it poses. Later, our guest lays out the concentration of private credit among a handful of giant asset managers building their …

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Global information technology outlook remains stable; EU Chips Act will help semiconductor sector 16:11

8M ago16:11

16:11

Big technology companies have been on a wild ride over the past few years, with the pandemic-driven boom followed by an inevitable hangover as economic uncertainty loomed. In the first segment of this episode, we examine the outlook for the global diversified information technology sector over the next 12-18 months. Then at 10.02 we discuss how the…

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Blue skies ahead for airports and airlines as tourists take off 22:23

9M ago22:23

22:23

Airlines and airports are benefitting from booming demand from leisure travellers as people take to the skies for a well-deserved summer holiday. In the first segment of this episode, we look at what’s driving strong passenger traffic volumes at US and European airports and what operational challenges lie ahead. And then we explore the tailwinds ke…

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China’s soft economic recovery raises contingent liability risks from LGFVs 19:41

10M ago19:41

19:41

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. Speakers: Lillian Li, VP-Senior Credit Officer, Moody’s Investors Service; Jessie Tung, VP-Senior Credit Officer, Moody’s Investors Service Host: Vittori…

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Tech companies grapple with impact of US-China tensions; global IT services firms face revenue slowdown 16:43

10M ago16:43

16:43

We explore the impact that geopolitical tensions between the US and China are increasingly having on technology companies, particularly the vital semiconductor supply chain. Which companies are most affected and what are the implications for China’s domestic semiconductor industry? Then at 9.58, we delve into what is supporting revenue growth for g…

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What’s the outlook? And why global real estate has gone negative 18:24

11M ago18:24

18:24

Our industry sector outlooks provide insight into the fundamental business and credit conditions that companies face. But what’s the picture across the 18 sector outlooks right now as macroeconomic conditions shift – which sectors are on the up and which face problems? At 10:35 we take a deep dive into an industry that is hitting the headlines: glo…

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China property outlook turns stable from negative; insurers and mortgage lenders face limited credit risk from the property sector 15:31

1y ago15:31

15:31

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. Guests: Kelly Chen from the Corporate Finance Group of Moody’s Investors Service, and Qian Zhu and Yulia Wan from the Financial Institutions Group. Host and…

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Europe, China lead shift to battery electric vehicles; strong demand boosts battery makers' revenue 14:06

1y ago14:06

14:06

In this episode, we dissect the drivers of global light vehicle sales, automakers’ profit margins and the sector’s rapid electrification shift. Volume improvement will be most pronounced in Western Europe this year after the biggest drop-off on the war in Ukraine and associated supply chain difficulties. Sales in China will also be solid, with the …

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Hospitality remains bright spot despite high inflation; cinemas continue to struggle 15:21

1y ago15:21

15:21

In this episode, we look at how companies that provide leisure and hospitality services like lodging, casinos, restaurants and cruises are faring. Our research shows that despite growing economic pressures and high inflation many consumers are still eager to splash the cash on entertainment and experiences. But which sectors and regions are likely …

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Global electric vehicle surge is a bumpy ride for insurance, auto finance, state highway bonds 22:59

1y ago22:59

22:59

Moody’s analysts discuss accelerating electric vehicle sales’ effects on US auto insurers and auto finance captives, and implications for state fuel taxes. Speakers: Matthias Heck, VP – Senior Credit Officer, Moody’s Investors Service; Inna Bodeck, VP – Senior Analyst, Moody’s Investors Service; Jasper Cooper – VP – Senior Credit Officer, Moody’s I…

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Rising interest rates are hurting real estate companies in Europe more than in Asia-Pacific 20:08

1y ago20:08

20:08

In this episode, we examine the effects of rising interest rates on real estate operating companies and real estate investment trusts in two major regions – Europe and Asia-Pacific. In the former, higher rates have driven a deterioration in credit quality across the sector. And we expect commercial property values to decline in the coming months. O…

1
Efforts to force down costs have healthcare sector feeling unusually queasy 17:55

1y ago17:55

17:55

Investors have long seen the vast healthcare industry as a defensive sector. In good times and bad, consumers will still need everything from pharmaceuticals to medical devices to for-profit hospitals. But how strong is the healthcare industry today? Companies in all healthcare segments are wrestling with ongoing pressure to reduce costs from gover…

1
Energy shock strains European companies; US faces obstacles to increasing LNG supply and exports 18:30

1+ y ago18:30

18:30

Reduced supplies of natural gas and soaring prices stemming from Russia’s invasion of Ukraine are squeezing companies in Europe, which are also grappling with slowing economic growth, high inflation and rising interest rates. In the first segment of this podcast, we look at the effect of these stresses on European companies’ credit quality and the …

1
2023 outlook is negative for most regions as growth and consumer demand slows 20:06

1+ y ago20:06

20:06

In this episode, we discuss our 2023 outlook for nonfinancial companies across the globe. We start with what's driving fundamental credit conditions in North America, EMEA, China, Latin America and Asia-Pacific excluding China, and how those drivers differ across the regions. Then, at 10:56 minutes, we take a deep dive into the consumer products se…

1
Interest rates and supply chain problems continue to drive credit risks 16:02

1+ y ago16:02

16:02

In this episode, we look into the two big drivers of credit quality for companies right now: interest rates and supply chains. Around the world, central banks have been raising interest rates in a bid to cool inflation. But higher interest rates can have a big effect on companies. Our study on US companies showed that rising rates will hit lower-ra…

1
Liquidity tightens for leveraged finance market, raising corporate default risk 15:29

1+ y ago15:29

15:29

The leveraged finance market – leveraged loans and high-yield bonds – has expanded considerably in recent years and now represents around $4 trillion in outstanding debt worldwide. In the first segment of this podcast, we look at how the tide of liquidity that helped the market grow so much is turning now and what tighter, pricier credit means for …

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Risks are rising for real estate globally; China’s property sector continues to struggle 16:33

1+ y ago16:33

16:33

The coronavirus pandemic has changed the way many of us work and live, and that has a huge effect on the real estate sector. In the first segment of this podcast, we discuss the global outlook for the real estate sector, the rising risks and the differences among regions. Then, at 9:07 minutes, we focus on the weaknesses in China’s property sector.…

1
Oil and gas companies reap credit benefit of high energy prices; Europe faces gas crisis 17:07

2y ago17:07

17:07

If there’s one sector that affects virtually every other corporate sector you can think of, it’s energy—oil, fuel and natural gas. From food, to travel, to tech, costs and selling prices all depend in part on energy costs. And those energy costs have been through the roof in 2022, especially after Russia invaded Ukraine in February. High energy pri…

1
Pharmaceuticals earnings growth to slow; the patent cliff could spur M&A 16:46

2y ago16:46

16:46

What are the big challenges facing the pharmaceutical giants? Moody’s recently changed the outlook for the pharmaceutical industry to stable from positive because we expect lower earnings growth in the next 12-18 months, excluding COVID-19-related products, than we previously forecast because exposure to generic and biosimilar drugs competition wil…

1
Military conflict strains automakers; electrification reshapes global auto market 15:54

2y ago15:54

15:54

Russia’s invasion of Ukraine has put further stress on an auto supply chain already taxed by a shortage of key parts such as microchips. These supply disruptions, along with broader macroeconomic issues such as inflation, led us this month to cut our light vehicle sales growth estimates for 2022. Production bottlenecks will be largely resolved next…

1
Russia-Ukraine conflict brings risks and opportunities 17:40

2y ago17:40

17:40

Russia’s invasion of Ukraine has raised questions about how companies’ credit quality will hold up if the conflict escalates. Some companies are set to benefit as commodity prices soar. But others are at risk from commodity price and supply-chain shocks, or financial and economic disruptions. Which companies and regions are most exposed and what do…

1
Ukraine-Russia crisis hits array of companies globally; consumer products outlook moves to stable from positive 15:08

2y ago15:08

15:08

Marina Albo of the Corporate Finance team explains that most companies’ direct exposure to Russia is low outside the energy sector, but indirect exposure – through energy and commodity costs and access – is widespread. Then Paolo Leschiutta outlines why operating profit growth is slowing for consumer products companies. Related content on Moodys.co…

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Exposure to cyber risk and ability to address it vary across healthcare, services and commodities sectors 16:37

2y ago16:37

16:37

Amid increased cyberattack risk, Marie Fischer-Sabatie and Matt Cahill discuss differences in cyber risk preparedness among hospitals, pharmaceutical companies and medical device manufacturers. Then Farah Zakir does the same for business and consumer service companies, and Jonathan Reid for companies in the chemicals and other basic commodities sec…

1
Rising inflation poses a challenge for many companies around the world 17:14

2+ y ago17:14

17:14

Paloma San Valentin of the Corporates team discusses the impact of rising inflation on a wide range of global industries. Then, at 10.10 minutes, Emile El Nems takes a closer look at how higher prices are affecting the US building sector. Related content on Moodys.com (some content only available to registered users or subscribers): Nonfinancial Co…

1
Release of pent-up travel demand will benefit airlines and hospitality 18:23

2+ y ago18:23

18:23

Jonathan Root and Pete Trombetta discuss the recovery prospects for the airlines, cruise and lodging sectors globally in 2022 amid Omicron and other disruptions. And Sandra Beltran explains how increased travel will benefit a range of entities in Latin America and the Caribbean this year. Related content on Moodys.com (some content only available t…

1
GDP and earnings growth support stable regional corporate credit outlooks; drivers of stable outlooks for US, Europe retail differ 16:48

2+ y ago16:48

16:48

Ed DeForest, Richard Morawetz and Gloria Tsuen of the Corporates team discuss the stable outlooks for nonfinancial companies in the Americas, EMEA and Asia (ex Japan) in 2022, highlighting differences and risks among regions and sectors. And Christina Boni and David Beadle explain why Moody’s recently changed the outlook for both the European and U…

1
Pandemic has altered landscape for speculative-grade companies and creditor protections 19:52

2+ y ago19:52

19:52

Our new corporate finance podcast series focuses on the market forces shaping credit across industries - from airlines to pipelines and computer chips to potato chips. In the inaugural episode, Annalisa Di Chiara, Richard Etheridge and Christina Padgett discuss the current credit trends in the higher-risk segment of the corporate debt market, highl…

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EP 0 Title - Moody’s Talks – Behind the Bonds Trailer 1:28

2+ y ago1:28

1:28

On Moody’s Talks - Behind the Bonds, hosts Tania Hall and Jeff Pruzan join analysts from Moody’s corporate finance group worldwide to discuss the market forces shaping credit across industries - from airlines to telecoms and everything in between. These forces include the uneven recovery from the coronavirus pandemic, digital transformation, cyber …

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Episode 9: Leading change in diversity and research 7:09

3y ago7:09

7:09

Description: Host Austin Martinez talks with UT student Judith Hernandez about how one's cultural identities provide an important perspective to their studies and work. Majoring in speech, language, and hearing sciences, Judith hopes to open doors for other Latinas in the field through education and leadership.…

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Episode 8: We don’t disappear once Black History Month ends. 16:28

3y ago16:28

16:28

When a space does not exist, it is important to create one. Host Austin Martinez talks with Faith Castle, Tiana Woodard and Erna Smith who took the bold step to build a space from scratch. BlackPrint is the only Black-interest publication at UT Austin. The student publication amplifies Black stories all year long.…

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Episode 7: We are the culture 15:17

3y ago15:17

15:17

This episode of Moody Talks features the creator of Buzzfeed’s black culture platform Cocoa Butter Chantal Rochelle. Join the conversation as Rochelle details her views on her rise into the communications field.Moody Talks által

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Episode 6: Spreading Joy 9:43

3+ y ago9:43

9:43

Host Austin Martinez explores the many ways, through acts big and small, we can give back to our community. Communication and Leadership student Nikki Hammond and Moody College faculty member Dr. Jennifer Jones Barbour provide stories and perspective.Moody Talks által

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Episode 5: Coming (out) to College -- Exploring LGBTQ+ Identities on Campus 18:44

3+ y ago18:44

18:44

Coming to college provides a special opportunity to explore one’s identities and find support. Host Austin Martinez speaks with students and faculty about exploring their unique identities on campus, and how this exploration is being impacted by the COVID-19 pandemic.Moody Talks által

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Moody Talks, Episode 4: Sense of belonging 19:38

3+ y ago19:38

19:38

Claire Clements, a journalism first-year student, comes from Coppell, Texas. She loves reading, visiting coffee shops, and advocating for disability rights. Host Austin Martinez talks with Claire about transitioning to college life and her unique responsibility as a storyteller.Moody Talks által

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Moody Talks Episode 3: Preparation 6:47

3+ y ago6:47

6:47

Collectively, as a community, we are stepping out in faith, into a semester that is wildly different than anything we could have dreamed or imagined nine months ago.Moody Talks által