Featured Product

    COVID-19: Q&A

    COVID-19 has ignited an unprecedented global economic crisis, that has been extraordinarily difficult to gauge, generating a blizzard of wide-ranging questions

    From long-term economic implications for countries, industries, policy, credit and financial markets, to the methodologies we use in our analysis, this webinar is largely devoted to answering your questions. 

    Resources:

    Speakers

    • Mark Zandi, Chief Economist, Moody's Analytics
    • Cris deRitis, Deputy Chief Economist, Moody's Analytics
    • Steve Cochrane, Chief APAC Economist, Moody's Analytics 
    • Ryan Sweet, Senior Director, Moody's Analytics
    • Petr Zemcik, Senior Director, Moody's Analytics
    • Alfredo Coutino, Director, Moody's Analytics
    Related Articles
    Article

    Weekly Market Outlook: Did Inflation Peak? Doesn't Matter to the Fed

    The Federal Reserve is not going to abandon its plan to aggressively remove monetary policy accommodation even if inflation has peaked.

    May 2022 Pdf Ryan Sweet, Adam Kamins, Denise Cheok, Chris Lafakis, Michael Ferlez
    Article

    Weekly Market Outlook: Fed Talked the Talk, Walked the Walk

    As many of us learned in Principles of Macroeconomics, the Federal Reserve aggressively tightened monetary policy to tame inflation in the late 1970s and early 80s.

    May 2022 Pdf Ryan Sweet, Adam Kamins, Katrina Ell, Steven Shields
    Article

    Weekly Market Outlook: Fed's Powell Doesn't Need to Channel His Inner Volcker

    As many of us learned in Principles of Macroeconomics, the Federal Reserve aggressively tightened monetary policy to tame inflation in the late 1970s and early 80s.

    April 2022 Pdf Ryan Sweet, Matt Colyar, Michael Ferlez
    Article

    Macroeconomic Consequences of Pandemic-Related Global Supply-Chain Disruptions

    Global supply chains have been badly scrambled since just after the COVID-19 pandemic struck more than two years ago.

    April 2022 Pdf Mark Zandi
    Article

    Weekly Market Outlook: What's Tugging at High-Yield Corporate Bond Spreads

    U.S. high-yield corporate bond spreads have resumed widening recently, but the process remains orderly and there is nothing that would significantly alter our near-term forecast for corporate bond issuance or signal a heightened risk of recession.

    April 2022 Pdf Ryan SweetKatrina Ell, Steven Shields
    Article

    How Fannie and Freddie Can Use Pricing to Expand Affordable Homeownership

    Fannie Mae and Freddie Mac were created by Congress to provide a liquid secondary mortgage market to broaden access to homeownership.

    April 2022 Pdf Mark Zandi
    Article

    The ECB 2022 Climate Stress Test: Location Matters for Dutch Mortgages

    The ECB released a scenario-based framework for climate stress testing across Europe in early 2022. In this analysis, we examine the effect of the climate scenarios on Dutch mortgages using Moody’s Mortgage Portfolio Analyzer and Moody’s location-specific ESG scores.

    April 2022 WebPage Cecilia Bocchio, Zhenya Kosovan, Petr Zemcik
    Article

    Weekly Market Outlook: Fed Girds for Stagflation

    The Federal Reserve's seat is red-hot with the labor market tight and inflation extremely high.

    April 2022 Pdf Ryan Sweet, Bernard Yaros, Matt Colyar, Michael Ferlez
    Article

    Weekly Market Outlook: Surviving 2022's Yield Curve Inversion

    The increase in the 10-year Treasury yield combined with the rise in the two-year Treasury yield means that the yield curve is no longer inverted.

    April 2022 Pdf Ryan Sweet, Bernard Yaros, Katrina Ell, Kamil Kovar, Barbara Teixeira Araujo, Steven Shields
    Article

    Weekly Market Outlook: Fed Makes U.S. Yield Curve More Relevant

    While there are reasons to be skeptical about the message that comes from the U.S. yield curve, we nevertheless wanted to gauge the potential risk of a psychological impact of the yield curve inverting before a recession.

    March 2022 Pdf Ryan Sweet, Scott Hoyt, Katrina Ell, Barbara Teixeira Araujo, Michael Ferlez
    RESULTS 1 - 10 OF 432