Credit Trends - Germany

Registration for this event is now closed. Please email events.emea@moodys.com.

A New Era: Can inflation, energy, and political risks be contained?

A New Era: Can inflation, energy, and political risks be contained?

Explore Germany's economic tensions and credit risks in the context of geopolitical risks and energy crisis.  
Join the in-person event where you will get more clarity on how global themes will play out as the new era unfolds.

Agenda

14.30 - 15.00
CET

Registration & Networking

15.05 - 15.50
CET

Keynote interview with Dirk Schumacher, Natixis

  • Inflation and monetary policy 
  • Shifts in global trade 
  • Potential deindustrialization in Germany 
  • Green transition 
15.50 - 16.05
CET

Networking and coffee break

16.05 - 17.05
CET

Credit Conditions ​

Can inflation, energy, and political risks be contained?  

  • Will inflation fall back in 2023? Will expectations become de-anchored from central banks' targets?  
  • Will higher net interest income for banks compensate for slower economic growth and higher loan losses?
  • How will high energy prices, higher cost of living and concerns over security of supply impact corporates?
  • Which industries will suffer the greatest collateral damage from the current credit challenges?
17.05 - 17.25
CET

Defaults & Rating Trends

Defaults and ratings as the credit cycle has turned

  • Rating: Will downgrades continue surpassing upgrades?
  • How are defaults expected to evolve in 2023?
  • Are risks well signaled?
17.25 - 19.00
CET

Networking & drinks reception

 

image
Jens Schmidt-Bürgel Managing Director, Regional Head EU Moody's Investors Service Bio
image
Dirk Schumacher Managing Director and Head of European Macro Research Natixis Bio
image
Colin Ellis Managing Director - Head of Centre for Credit Research Moody's Ratings Bio
image
Dietmar Hornung Associate Managing Director, Sovereign Risk Moody's Ratings Bio
image
Anke Rindermann Associate Managing Director, Corporate Finance Moody's Investors Service Bio
image
Andrew Blease Associate Managing Director, Project & Infrastructure Finance Moody's Investors Service Bio
image
Alexander Hendricks Associate Managing Director, Financial Institutions Moody's Ratings Bio
image
Jorge Valez Senior Vice President, Sovereign Risk Moody’s Ratings Bio


Event Details:

Venue Name: Fifty Heights

Address: Friedrich-Ebert-Anlage 35-37,
60327 Frankfurt am Main


Date: February 21, 2023

Time: 15:00 - 19:00 CET