Is Wall Street Bullish or Bearish on Moody's Stock? Moody’s has underperformed the market, while analysts remain moderately bullish, supported by strong earnings growth, raised buybacks, and guidance. Barchart · Aug 24
Debt to hit new high but nation's budget outlook steady Federal tax changes threaten states and territories' budget bottom lines, but Australia's fiscal outlook remains steady, a new report says. AAP · Aug 19
Top Economist Warns Trump’s Immigration Policies Are Hurting American Workers: ‘Only Reason Economy Isn’t in Complete Shambles Is...’ Mark Zandi, chief economist at Moody’s, attributes President Donald Trump‘s immigration policies to a high unemployment rate among American workers. He also blamed the administration for other supply-side policy shocks. Benzinga · Aug 17
AI push is putting banks at mercy of tech firms, warns Moody’s Finance sector will gain from the tech but it will need substantial investment and create risks, says rating agency The Guardian - UK · Aug 9
Ransom-seeking hackers set their sights on Wall Street’s trillion-dollar private equity firms: report Ransom-seeking hackers employing phone calls to compromise their targets have set their sights on dozens of prominent U.S. financial institutions and other businesses over the past month, according to findings from Google and internet intelligence data reviewed by Reuters. The Independent UK · Aug 7
Hackers targeted US private equity, other firms including Blackstone, CME, data shows The data shows the hackers devised websites aimed at stealing passwords from employees of private equity firms and companies including Blackstone, Bridgewater Associates, Apollo Global Management, Bain Capital, KKR, TPG, CME Group and Moody's, as well as a host of financial companies and other businesses. Internet company Google said in… The Economic Times · Aug 6
What Gabon’s rating downgrade tells us about how sovereign credit worthiness is judged The sovereign credit ratings of the leading credit rating agencies are most visible through their outputs: an upgrade, a downgrade or a change in “outlook”. The evaluative work that produces those outcomes receives far less attention. Yet it is precisely that work that explains why credit rating agencies occupy such… The Conversation · Aug 3
After a nearly 1,000% surge, the AI debt orgy can’t last forever, while hidden borrowing has exploded to $1.65 trillion “At some point, the rivers of capital financing private and government debt issuance will flow less freely.” Fortune · Jul 31
Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is… Benzinga · Jul 27
Stocks Keep Climbing Despite Global Turmoil. Here's Why Markets Aren't Reacting the Way Many Expected Markets haven't ignored the geopolitical chaos. A Moody's report shows they've repriced around it, sector by sector. International Business Times · Jul 26
The AI boom's hidden electricity bill — and why you're paying it "The current system lacks adequate mechanisms," Moody's wrote in a report on PJM, the largest power grid operator in the U.S. Fortune · Jul 24
Uzbek economy grows 8.5% as services and investment expand Official figures presented at a presidential review showed investment reaching €24.6 billion and exports €12.7 billion in the first half of 2026, as Moody's upgraded Uzbekistan's sovereign credit rating and Fitch shifted its outlook to positive. Euronews · Jul 24
ICICI Bank sets initial guidance for first dollar bond in nearly 9 years, bankers say ICICI Bank is returning to dollar debt markets after nine years. The lender seeks to raise at least $500 million through a five-year bond. This issuance leverages the central bank's lower-cost hedging facility. Proceeds will be used for general corporate purposes. The offering will be rated Baa3 by Moody's and… The Economic Times · Jul 23
Supply chain reset puts emerging markets at the heart of critical minerals value chain: Report Critical minerals demand is growing strongly, creating opportunities for emerging markets. Resource-rich nations can move beyond mining into higher-value processing and refining. Countries investing in downstream industries will capture greater economic gains from this boom. This shift allows producing nations to expand their industrial base significantly. Global supply chains are… The Economic Times · Jul 16
The Economic Times · Jul 14 Moody's affirms SBI, HDFC Bank ratings on strong asset quality Moody's Ratings has confirmed the ratings for both State Bank of India and HDFC Bank, attributing a stable outlook to their robust asset quality. SBI excels with its diverse lending practices and stable net interest margins, while HDFC Bank is bolstered by a strong retail presence that ensures a low-cost…
The Conversation · Jul 8 Flawed credit ratings in Africa: are top 3 western agencies driven by data or bias? The three major credit rating agencies – Moody’s, S&P Global and Fitch – have often differed among themselves when rating African institutions and countries. Their opinions don’t have to be aligned, but a huge gap in the ratings suggests inaccuracies in the analyses.
Fortune · Jul 4 Costco CEO promises the $1.50 hot dog isn't going away: 'The price will not change as long as I'm around' The $1.50 combo hasn't changed since 1985. In a K-shaped economy where everything costs more, that's not just a deal—it's a statement.
The Economic Times · Jul 2 India's private credit market doubles to $25 billion AUM in five years: Report India's private credit market is booming, nearly doubling to $25 billion in assets under management over five years, fueled by strong business demand. The Insolvency and Bankruptcy Code has boosted lender confidence, enabling financing for stressed firms. Real estate and infrastructure sectors are key beneficiaries. While global investors are increasing…
The Economic Times · Jul 2 India's lending boom might no longer be largely bank-led India's private credit market is booming, doubling in five years to $25 billion as companies seek alternatives to traditional bank loans for expansion and acquisitions. Banks, wary of complex financing, are leaving a gap that private lenders are filling with flexible, albeit costlier, solutions. While growth is strong, regulators are…
Fortune · Jul 1 ‘It’s fair to ask whether it was worth it’: The Iran war has cost Americans $1,000 per household—and that’s a conservative estimate, Mark Zandi says Gas prices, higher interest rates, and taxpayers covering military costs are adding up to quite the bill for American households.
Barchart · Jun 30 Moody's Earnings Preview: What to Expect Moody's will release its second-quarter results shortly, and analysts forecast a double-digit increase in earnings.
The Economic Times · Jun 29 Oil risks rise, but Moody's sees India holding firm Moody's Ratings believes India can manage a wider fiscal deficit this year without jeopardising its investment-grade credit rating. Despite elevated oil prices posing risks, the agency views their impact as temporary and trusts New Delhi's commitment to fiscal consolidation. While high debt servicing remains a concern, Moody's remains confident in…
Fortune · Jun 26 The richest 20% are the only ones powering the U.S. economy, says top economist, but their prospects are entirely reliant on teetering stock prices "Given how important the well-to-do are to spending and the economy, and the importance of surging stock prices to the well-to-do, it is critical to consider the durability of the runup in stock prices."
Fortune · Jun 25 Top CFOs warn AI success depends on training employees, not just buying technology The CFOs of Hewlett Packard Enterprise, Prologis, Moody’s, and J.M. Smucker Company discuss how the role is evolving and why training employees on AI is essential.
The Economic Times · Jun 22 India's 'fragmented' water management framework raises fiscal, credit risks: Moody's India's water management system faces significant challenges, according to Moody's Ratings. A fragmented governance structure, heavily subsidized water prices, and slow reallocation across sectors are contributing to water shortages and potential fiscal strain. Growing demand from data centers further exacerbates industrial pressure. These issues, coupled with aging infrastructure and groundwater…