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.
- 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
The post-meeting statement from the Federal Open Market Committee strengthens our view that the central bank will provide some additional clarity about its tapering plans in September, but the taper itself won't start until early next year.
As the pandemic recedes, so too will inflation.
We will be adding the Delta variant of COVID-19 to our U.S. risk matrix, but as of now, the odds that it causes significant damage are low.
Federal lawmakers are feverishly working on another massive fiscal plan, including a nearly $600 billion bipartisan infrastructure deal and a $3.5 trillion package of spending and tax breaks to support a range of social investments that the Biden administration and congressional Democrats hope to pass into law via the budget reconciliation process.
In this white paper, we assess the macroeconomic impact of both the bipartisan infrastructure deal and the reconciliation package.
The U.S. consumer price index jumped in June, but the market shook it off.
Technical factors are pulling the U.S. 10-year Treasury yield lower recently.
It is increasingly difficult to find a decent yield on U.S. corporate debt.
Stress lines are beginning to appear, and the housing market is set to cool off.
Throughout the pandemic, corporate credit markets have remained surprisingly calm despite significant and risky debt exposures.