Virtual Event

Credit Trends 2025 - North America

Global Forces, Local Impacts

Agenda

11.00
EST

Opening Remarks

11.05
EST

Default & Rating Trends

  • What trends are driving defaults and ratings? 
  • Will credit risk increase or decline in 2025?
11.20
EST

Credit Conditions 2025

As the US turns….

  • What does Moody’s forecast look like for growth, inflation and rates?
  • Which sectors globally stand to win and lose amidst US policy shifts?
  • How will the US government debt rating fare under a rising debt burden?

And geopolitical tensions remain…

  • Where could rising tariffs affect credit quality?
  • How might global instability be manifested more acutely?
  • Which areas might be more impacted by supply chain disruptions and increased costs?

Market disruptions and digitalization speed up

  • What will disruptive forces like private credit mean for public credit?
  • How might Artificial Intelligence impact credit profiles and where do we expect to see the most changes?
  • What role will infrastructure and data centers play in the technology revolution?
12.15
EST

Close of the event