Map the risks
See the key credit drivers and pressures for 2027.
Outlooks 2027
Navigating the Credit Divide
The series that brings the year ahead into focus through a series of analyst-led conversations on credit.
14 Virtual Events
Read the outlook. Join the conversation.
Each webinar connects to a published Moody's outlook, with a live discussion of the developments shaping credit in the year ahead. This year's series covers banking, structured finance, public finance, private credit, sustainable finance and digital finance. Pick your sessions.
Credit Themes 2027
Costlier credit
Debt raised when rates were near zero now refinances at much higher rates, with the greatest impact on leveraged issuers. The cost of debt is also influencing the choice between private and public markets.
Political intervention
With fiscal room limited, governments in the largest economies are relying on regulation, tariffs, export controls and targeted state support, while policy shifts are becoming more abrupt.
The security premium
Securing energy, food, water and critical minerals, and protecting supply against physical climate risks, carry recurring costs. Export controls and chokepoint disruptions also affect pricing and supply.
AI transformation
Investment continues at scale but grows more slowly than in 2026, while scrutiny intensifies over whether cash flow and returns can grow sufficiently to justify sizeable capital outlays.
Who should join
Outlooks 2027 is designed for credit analysts and risk professionals, fixed income investors and portfolio managers, economists and market strategists, structured finance specialists, private credit and leveraged finance professionals, financial institution leaders, policy professionals and senior decision-makers.
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Bring the issues most relevant to you into the live discussion.
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Follow the series across sectors and regions for a broader picture of credit.
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