State of Nations
Common forces, different fates
Overview
Sovereign fortunes are diverging. Geopolitical fragmentation, the race for AI leadership and changing financing conditions are revealing distinct pockets of resilience and vulnerability. Join Moody’s Ratings and leading market voices for a live global broadcast examining the themes shaping sovereign credit conditions in 2027.
Hosted shortly after the release of Moody’s Global Sovereign Outlook, this discussion connects fresh research with the questions facing investors, issuers and policymakers.
What we will cover
The 2027 sovereign outlook - the forces setting the direction for sovereign credit
The geopolitics of AI - how the AI race is redrawing economic power and sovereign credit
A widening divide - where sovereigns are strengthening vs where pressure is building
As part of the State of Nations program, explore six regional Deep Dive sessions for insights into key markets and sovereign credit risk outlooks.
Click HERE to learn more and select Register to sign up for the session(s) you're interested in.
Speakers
Philipp Lotter
Managing Director, Head of Global Ratings & Research
Moody's Ratings
Marie Diron
Managing Director, Global Sovereign Risk
Moody's Ratings
Isabelle Mateos y Lago
Group Chief Economist
BNP Paribas
Sebastian Mallaby
Paul A. Volcker Senior Fellow for International Economics
Council on Foreign Relations (CFR)
Mahmood Pradhan
Fellow
Bruegel
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