Podcasts about moodys

Ce lundi 14 avril, la question de l'équilibrage des finances publiques, l'agence Moody's qui maintient la note de la France, la dette américaine qui est cœur d'une crise de confiance, ainsi que la stratégie européenne face à la guerre commerciale lancée par Donald Trump, ont été abordé par Nathalie Janson, professeure d'économie à Neoma Business School, Dorothée Rouzet, chef économiste de la direction générale du Trésor, et Guillaume Richard, président du groupe de services à la personnes OuiCare, dans l'émission Les Experts, présentée par Nicolas Doze sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Steiny & Guru wonder why the Podziemskis and Moodys shrunk in the late minutes against the Spurs. Plus, what's up with Kuminga?!

Our guest on this week's episode is Dr. Robert Sroufe, professor of sustainability at the Falk School of Sustainability & Environment at Chatham University in Pittsburgh. Supply chains are among the largest users of our world's energy. Yet our industry is one of the most advanced in advocating for sustainability. But as political winds shift dramatically in Washington, many environmental policies may be on the chopping block. Where do our industry's efforts lie going forward? Our guest has some insights and suggestions to better our supply chains while reducing their negative impacts on the environment.The White House termed Wednesday as Liberation Day – the day the administration announced all of the new tariffs. But it seems that supply chain leaders are feeling more shackled than liberated by the tariffs. We report on what leading supply chain groups, researchers, and economists are saying about how the tariffs will affect supply chain operations and world trade.This week the March Logistics Managers' Index report emphasized all the volatility we've been observing in the economy. Economic activity in logistics expanded in March, but at a much slower rate compared to the first two months of the year. We look at the numbers and what trends they may reveal about the health of our supply chain industry.Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. All episodes are available to stream now. Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Falk School of Sustainability & Environment, Chatham University in PittsburghMarket analysts say Trump tariffs spark economic risksLogistics industry growth slowed in MarchVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: ID LabelOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

00:00 Banco de Brasília BRB compra Banco Master00:11 Ações do BRB (BSLI3)00:32 Resultados e Patrimônio do Master01:06 Operação de Compra do BRB e Master02:02 Banco Central02:55 Custo de Funding e ROE 04:50 Moodys sobre Banco Master06:35 FGC | Fundo Garantidor de Crédito08:10 CDBs do Master e FGC09:00 Rentabilidade CDBs Banco Master09:42 CDBs Serão Honrados?11:25 BRB Está Socorrendo o Banco Master?11:57 Conclusão Sobre os CDBs do Master

Investing in these especially turbulent times is intrepid. No better person to navigate the ups and downs in global stock, bond, crypto and other asset markets than UBS's CIO, Mark Haefele. Mark discusses his new book, in which he considers the broad global trends – the 5 Ds – investors should embrace. And he offers a few investment nuggets along the way.For Mark Haefele's book, The New Rules of Investing, click hereGuest: Mark Haefele – Chief Investment Officer, UBS Global Wealth ManagementHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

US tariffs threaten a potential global trade war. Recent weeks have seen frequent shifts in US policy on tariffs as well as the announcement of counter moves from trade partners. What are the likely consequences for credit across different sectors of the US economy and more broadly across global markets? Guest: Paloma San Valentin, Managing Director - North America Corporate Finance, Moody's' Ratings Host: Jeff Pruzan, Vice President, Senior Research Writer, Moody's Ratings  To read more on this topic, visit the Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers). Related Research:Tariffs – Global: $3 trillion of trade at risk from tariffs on closest US trading partnersTrade – China: Electronic, machinery and equipment sectors more exposed to impact from US tariffsCorporates – North America: Tariffs are credit negative for a wide swath of sectors, although some would benefit  

Firas Saleh, director of product management at Moody's, joins the Inside Economics team to discuss the increasing risk of wildfires and floods. He highlights the growing frequency and intensity of natural disasters and the significant economic losses they cause. The conversation then shifts to the insurance industry, focusing on how rising insurance premiums affect individual property owners and real estate markets. Although markets will adapt to these evolving risks, the transition may be challenging.Guest: Firas Saleh – Director of Product Management, Moody'sHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View.

Guardia Nacional tenía conocimiento de cuerpos calcinados en Jalisco; 40 por ciento de la población experimenta problemas de sueño; Baja en la perspectiva de deuda de México por Moodys; Corrida de toros; Peter Pan que sale mal; Niño llama a policía porque se comieron su helado.See omnystudio.com/listener for privacy information.

Aaron and Stephanie Moody are the passionate and dedicated couple behind Moody Family Farm in Bernardston, Massachusetts. Both working as full-time special education teachers, they have embarked on a fulfilling journey into agriculture, combining Aaron's nostalgic ties to farming from his childhood and Stephanie's newfound enthusiasm for New England farm life. Their venture, which began in 2014 with grazing cattle, has blossomed into a commitment to sustainable farming practices and community engagement, all while raising their two boys in an environment enriched by the values of hard work and self-sufficiency.Topics covered in the podcast episode include:The Moody family's transition from city life to country farming.Challenges and successes in starting a farm on a budget.Transitioning to regenerative farming practices.Experiences with rotational grazing and meat processing.Opening a farm store and community engagement.Diverse livestock farming and the importance of USDA inspections.Expanding the livestock herd and exploring silvopasturing.Inspirations from resources like "Salad Bar Beef" by Joel Salatin.The balance of managing teaching careers with farm responsibilities.Lessons learned and aspirations for sustainable farming.Listeners should tune into this episode to gain a heartfelt and insightful look into the world of small-scale, sustainable farming. The Moodys' journey offers practical wisdom and inspiration for aspiring farmers and those interested in agriculture. Through candid discussions on their successes and missteps, listeners can learn valuable lessons about community support, resource management, and the rewarding challenges of farming. This episode is a must-listen for anyone passionate about self-sufficiency and regenerative agriculture, as it provides both a realistic portrayal and a hopeful vision of farming life.Links Mentioned in the EpisodeMoody Family Farm on InstagramVisit our Sponsors:Noble Research InstituteGBT AngusOnline Bull AuctionGrazing Grass LinksNew Listener Resource GuideProvide feedback for the podcastWebsiteInsidersResources (Coming Soon)Community (on Facebook)Check out the Apiary Chronicles PodcastOriginal Music by Louis PalfreyChapters(00:00) - Introduction to Moody Family Farm (00:34) - Fast Five Questions (01:14) - Grazing Grass Podcast Overview (01:54) - Noble Grazing Essentials Event (02:42) - Farm Updates and Tips (04:17) - Aaron and Stephanie's Farming Journey (04:54) - Backgrounds and Early Influences (06:04) - First Steps into Farming (07:16) - Teaching Careers and Farming (08:00) - Expanding the Farm (10:33) - Challenges and Learning Experiences (14:24) - Regenerative Practices and Community Support (26:29) - Marketing and Processing Challenges (27:08) - Future Plans and Family Involvement (30:30) - USDA Loan and Moving Challenges (31:59) - Winter Farming and Historical Insights (37:26) - Sweater Weather and Historic Homes (37:45) - Functional Traits for Your Cow Herd (38:50) - Renovating Abandoned Pastures (40:08) - Challenges and Successes in Pasture Restoration (43:40) - Expanding the Herd and Exploring New Species (47:22) - Building Community and Relationships (54:09) - Famous Four Questions (01:08:50) - Final Thoughts and Farewell

Alberto Iturralde, responsable de Operativa Dax, analiza los títulos de Mercedes, McDonald's, Indra, Deutsche Bank, Acerinox, Recordati, Moodys o Carnival, entre otros

Alberto Iturralde, responsable de Operativa Dax, analiza los títulos de Mercedes, McDonald's, Indra, Deutsche Bank, Acerinox, Recordati, Moodys o Carnival, entre otros.

Adam Ozimek, Chief Economist at the Economic Innovation Group, joins the podcast to discuss his latest proposal to reform and replace the high-skilled immigration program in the U.S. (better known as H-1B). In addition to immigration policy, the group discusses remote work, the softening of recent economic data, and the prospects for the year ahead. Finally, the group goes around the horn with its recession probability for the next 12 months.Guest: Adam Ozimek – Chief Economist of the Economic Innovation GroupAdam Ozimek's research on high skilled immigration: https://eig.org/exceptional-by-design%20/Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X', BlueSky or LinkedIn @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn 

Shoot us a Text.Friday is upon us once again, and today we're talking about Rivian's first positive gross profit quarter, Carvana's record quarter, how Tesla is instituting wait queues at Superchargers, and the design of Kia's new PV5 van.Show Notes with links:We could talk about tariff warnings, but we aren't going to. We could talk about the ongoing Nissan saga and Moodys downgrading their stock to ‘junk status' but we're not going to. Instead…we're going to talk about…Rivian hit a major milestone, achieving its first-ever positive gross profit of $170M in Q4 2024, a $776M improvement from the previous year.Total revenue hit $1.73B, above expectations of $1.4B.Rivian cut per-vehicle costs by $31,000 year-over-year, helping it turn the corner.Despite this, the company still posted a $743M net loss for the quarter.Meanwhile, Carvana swung to a record $159M net income in Q4They sold 114,379 used vehicles in Q4, a 50% increase year over year.Full-year revenue hit $13.7B, with a record $1.4B adjusted EBITDA.Stock dropped 12% after-hours due to concerns over softening per-vehicle margins.CEO Ernie Garcia “In 2024, Carvana became the most profitable public automotive retailer in U.S. history as measured by adjusted EBITDA margin while also resuming industry-leading growth,”Tesla's Supercharger network is the best in the game, but with increased usage from both Tesla and non-Tesla EVs, long wait times have become a problem. After a viral altercation at a Supercharger, Tesla is finally launching a virtual queue system in Q2.Tesla will roll out the queue at select Superchargers nationwide, aiming to improve the experience for the ~1% of users who experience wait times.The viral video shows two Tesla owners arguing over a charging spot, highlighting the need for a structured waiting system.Tesla has not provided details on how the queue system will work, but a broader rollout is expected later this year if feedback is positive.The company continues to expand its Supercharger network by over 20% annually to meet growing demand.Tesla in a statement said, “Goal is a net customer experience improvement,”Kia has revealed  the exterior design of its PV5, the first EV under its "Platform Before Vehicle" (PBV) brand. Designed to compete with electric vans like the VW ID Buzz and Ford E-Transit, the PV5 offers a modular design for cargo, rideshare, and even #vanlife.The PBV system allows the van to transform between different body types while keeping the driver cab fixed.Uber has already signed an agreement to add the PV5 to its fleet as part of its all-electric push by 2040.While Kia has not shared powertrain, range, or pricing details, more information will be revealed at Kia EV Day in Spain later this month.“With PBV, we are redefining mobility—one platform, endless possibilities,”Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Aumenta 14.7% el ingreso de visitantes extranjeros Aranceles pegará con 740 mil mdd a México: Moodys Refinerías de EU rechazan crudo de Pemex por exceso de agua 

Moody's first Private Credit Outlook predicts that this market will double by 2028 to more than $3 trillion of assets under management. Private credit should benefit from more volatile market conditions and from innovation which is attracting new kinds of customer but also generating new risks.Later in the episode, we look in depth at the surge in retail investor involvement in private credit.Guests: Marc Pinto, Managing Director, Corporate Finance Group, Moody's Ratings; Christina Padgett, Associate Managing Director, Corporate Finance Group, Moody's Ratings; and Alexandra Aspioti, Senior Analyst, Corporate Finance Group, Moody's RatingsHost: Tania Hall, Senior Research Writer, Moody's RatingsTo read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).Related research:Private Credit — Global: 2025 Outlook – Primed for growth as LBOs revive, ABF opportunities accelerateFinancial Institutions – Europe: Revamped ELTIF legislation unlocks growth for the European private credit marketBusiness Development Companies – US: Q3 2024 Update: Rate cuts will further erode net investment income; rise in nonaccruals pausesFinancial Institutions – North America: Private credit ETFs will use public credit for liquidity, a potential performance challenge

After a brief rundown of the week's solid economic data, the Inside Economics team is joined by Moody's Analytics colleague Martin Wurm to discuss the Fed's recent pause and the path of monetary policy for the rest of the year. Martin breaks down how we should think about the equilibrium long-term interest rate and, in turn, the fed funds rate. The team also discusses the possible scenarios for the Fed this year, given the uncertainty around tariff and immigration policy. Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

In the summer of 1939 there was a little girl living in Lodz, Poland who was looking forward to the first grade. It was while on the family summer vacation that Eva Unterman heard her family members quietly talking about Germany and war. They cut short their vacation and went home to Lodz and soon little Eva was looking at black, shiny boots. The German invasion of Poland was underway. Eva's family was forced into the Lodz Ghetto. After four years in the ghetto they were deported to Auschwitz, Stutthof and a labor camp in Dresden and then marched to Theresienstadt. This march is referred to as the Death March. It was May 1945 when Eva and her parents were liberated.The German Third Reich took the lives of three million Polish Jews in World War II. Only a small number survived or managed to escape. And today, survivor Eva Unterman, now an Oklahoman, tells her story to honor the millions of children whose lives were cut short by the Nazis, and to be sure the Holocaust shall never happen again!Eva's granddaughter Phoebe has written a children's book Through Eva's Eyes about her grandmother's early life in Poland.

Canadá listo para responder a aranceles del 25% de Trump  Instalan en Nogales centro de atención en apoyo a migrantes ¡Alerta! La ADIP recuerda que no envía mensajes a usuarios Más información en nuestro podcast

The Inside Economics hosts welcome Professor Alice Kassens to discuss her use of the Inside Economics podcast as a teaching tool at Roanoke College. Alice describes how the podcast inspires her students to learn about and debate the meaning of economic releases. After a quick round of the statistics game which Alice dominates, the group discusses the effects of a potential government shutdown on the economy and financial markets. Guest: Alice Louise Kassens, Professor of Economics at Roanoke College  More Cowbell: Using Inside Economics to Develop Data Literacy and Camaraderie (JET, 2024)Intemperate Spirits: Economic Adaptation During Prohibition (2019)Interested in joining Economic View: Real Time? Take a free trial todayThe Economic View-Real Time information service is the single web-based source that covers the global economy and financial markets around the clock. The service provides real-time analysis of key economic and financial market developments along with analysis of more than 250 economic releases. Economic View enables users to easily access data, analysis of economic events, trends and risks.Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Ce jeudi 19 décembre, les bonnes nouvelles potentielles pour l'Europe en 2025, la baisse des perspectives de croissance de l'UE, la dégradation de la note de sept grandes banques françaises par l'agence de notation américaine Moody's, ainsi la chronique de Xavier Jaravel, qui prévoit que la BCE pourrait un jour utiliser l'hélicoptère monnaie pour stimuler l'économie, ont été abordées par Jean-Pierre Petit, président de Cahiers Verts de l'économie, Anne-Sophie Alsif, cheffe économiste du cabinet d'audit BDO France, et Philippe Trainar, professeur honoraire au Cnam, dans l'émission Les Experts, présentée par Nicolas Doze sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce mardi 17 décembre, la photographie peu réjouissante des perspectives de l'économie française suite à la crise politique, et la mauvaise note attribuée à la France par Moody's ont été abordées par Céline Antonin, économiste à l'OFCE, Denis Payre, président de Nature & People First, et Rafik Smati, chef d'entreprise dans le digital, dans l'émission Les Experts, présentée par Nicolas Doze sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Disappointing economic data sends Chinese equities lower and bond yields to record lows, renewing pressure on Beijing to boost domestic demand as stimulus impact fades. In South Korea, President Yoon Suk Yeol is impeached after his short-lived martial law attempt last week. Meanwhile, Moody's cuts its France credit rating, just as new prime minister François Bayrou pledges to seek compromise in a divided parliament. Over in Germany, Chancellor Olaf Scholz awaits today's no confidence vote, as the country prepares for possible elections in late February.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ce lundi 26 décembre, la nomination de François Bayrou comme Premier ministre et sa capacité à gérer la dette de la France ont été abordées par Gilbert Cette, professeur d'économie à Neoma Business School, Léonidas Kalogeropoulos, PDG de Médiation & Argument, et Laurent Vronski, DG d'Ervor, dans l'émission Les Experts, présentée par Nicolas Doze sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce lundi 16 décembre, la dégradation de la note souveraine de la France par l'agence de notation américaine Moody's à "Aa3" de manière totalement inattendue a été abordée par Nicolas Doze dans sa chronique Doze d'économie dans l'émission Tout pour investir présentée par Antoine Larigaudrie sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Ce lundi 16 décembre, la dégradation de la note souveraine de la France par l'agence de notation américaine Moody's à "Aa3" de manière totalement inattendue a été abordée par Nicolas Doze dans sa chronique Doze d'économie dans l'émission Tout pour investir présentée par Antoine Larigaudrie sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Robust revenue gains and easing expense growth will buoy not-for-profit hospitals over the next 12 months, while state and local taxes will play a growing role in funding many of the nation's transit systems.  Guests: Nansis Hayek, Analyst - Moody's Ratings; Rita Strauss, AVP-Analyst - Moody's Ratings; Matt Butler, Vice President - Moody's RatingsHost: Nick Samuels, Senior Vice President - Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):Not-for-Profit and Public Healthcare – US: 2025 Outlook - Stable as profitability rises modestly on revenue growth, cost controlsMass Transit – US: 2025 Outlook - Stable as taxes and state funding continue to support operations

Mark, Cris, and Marisa are joined by their colleague Adam Kamins and his infamous closet doors, along with Rebecca Rockey, Deputy Chief Economist at Cushman Wakefield, and Chris Leinberger, Managing Director at Places Platform. Rebecca and Chris review key takeaways from their recent study, Reimagining Cities-Disrupting the Urban Doom Loop. Among the variety of topics covered are the importance of Walkable Urban places; the optimal mix of work, live, and play in cities; how to ensure that the commercial real estate mix aligns with the post-pandemic evolution of downtowns; and Mark's prowess in pickleball and the possibly made-up sport of wallyball.Guest: Rebecca Rockey, Deputy Chief Economist and Global Head of Forecasting, Cushman & WakefieldGuest: Chris Leinberger, Managing Director and Co-Founding Partner, Places PlatformGuest: Adam Kamins, Senior Director of Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

The outlooks for corporates in North America, Latin America, China, Asia-Pacific and EMEA are now all stable. We discuss the drivers shaping those outlooks and the similarities and differences across regions. Then we're taking a deeper dive into the improving credit fundamentals for global leveraged finance next year as interest rates decline and defaults ease.Guests: Paloma San Valentin, Managing Director - North America Corporate Finance , Moody's Ratings and Jeanine Arnold, Senior Vice President – Senior Analyst – Corporate Finance Group, Moody's RatingsHost: Jeff Pruzan, Vice President – Senior Research Writer, Moody's RatingsTo read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).Related research:Leveraged Finance – Global: 2025 Outlook – Improving credit conditions will boost deal flow, but risks to persistNonfinancial Corporates – Latin America & Caribbean: 2025 Outlook – Stable on mixed growth, but operating environment implies hazardsNonfinancial Corporates – EMEA: 2025 Outlook - Stable on lower rates, moderate growth, but geopolitics weighNonfinancial Corporates – Asia-Pacific ex China (APAC): 2025 Outlook – Stable on growth, easing interest rates, despite geopolitical tensionsNonfinancial Corporates – China: 2025 Outlook – Stable amid stronger stimulus, but geopolitical risk has climbedNonfinancial Corporates – North America: 2025 Outlook - Stable as inflation wanes but stressed consumers, geopolitics add risk

Fausto Pretelin: El T-MEC es nuestro seguro de vida, pero sin liderazgo, el escenario se complica. Aranceles a México amenazan la muerte del T-MEC: Carlos Mota. La Elección Judicial está marcada por la opacidad y manipulación: Alberto Begné. HR Ratings, se suma a Moodys, también pone en negativa la perspectiva de calificación de México: Eduardo Torreblanca. Frente Cívico Nacional busca ser partido en 2025. Lo mejor de los deportes con Guillermo Shutz.See omnystudio.com/listener for privacy information.

En entrevista para MVS Noticias con Manuel López San Martín, Eduardo Torreblanca, experto en finanzas, habló sobre HR Ratings, se suma a Moodys, también pone en negativa la perspectiva de calificación de México. "Eso demuestra que hay factores que las empresas calificadoras toman en cuenta, y no es que se hayan puesto de acuerdo, sino que finalmente son factores que exigen una revisión de la calificación que hacen de la deuda soberana mexicana", explicó Torreblanca. ¿La economía mexicana en riesgo tras calificaciones negativas? "Vale la pena mencionar que en este caso se trató de la firma HR Ratings, una empresa mexicana reconocida por la CEG y con buen prestigio", apuntó Torreblanca. Para el analista, las calificadoras operan en un sistema similar a una "escalera", donde cada nivel de calificación está vinculado a las condiciones económicas del país o la empresa evaluada. A medida que una nación se acerca a los escalones más altos de esta "escalera", puede ofrecer una menor tasa de interés a los inversionistas debido a su estabilidad financiera.See omnystudio.com/listener for privacy information.

Las presiones del gran capital: Moodys rebaja calificación a MéxicoEnlace para apoyar vía Patreon:https://www.patreon.com/julioastilleroEnlace para hacer donaciones vía PayPal:https://www.paypal.me/julioastilleroCuenta para hacer transferencias a cuenta BBVA a nombre de Julio Hernández López: 1539408017CLABE: 012 320 01539408017 2Tienda:https://julioastillerotienda.com/ Hosted on Acast. See acast.com/privacy for more information.

Moody's baja perspectiva de México y advierte mal panorama económico por reformas, Sheinbaum exige pruebas; EU respalda críticas de Ken Salazar a AMLO; Andy pide frenar división en Morena.

En entrevista para MVS Noticias con Manuel López San Martín, Ezra Shabot, colaborador de MVS Noticias, habló sobre la advertencia de Moodys y la respuesta de la presidenta.See omnystudio.com/listener for privacy information.

En colaboración para MVS Noticias con Manuel López San Martín, Erick Alcántara, trajo “Los Impresentables”, es decir, los personajes de la política mexicana más polémicos y que siempre dan de qué hablar. En entrevista para MVS Noticias con Manuel López San Martín, Ezra Shabot, colaborador de MVS Noticias, habló sobre la advertencia de Moodys y la respuesta de la presidenta. En entrevista para MVS Noticias con Manuel López San Martín, Sebastián Ramírez Mendoza, subsecretario de Turismo de México, habló sobre Sheinbaum se reúne con empresarios para reactivar Acapulco. En entrevista para MVS Noticias con Manuel López San Martín, Eduardo Torreblanca, experto en finanzas, habló sobre Paquete Económico 2025: Gobierno de Sheinbaum. En entrevista para MVS Noticias con Manuel López San Martín, León Krauze, colaborador de MVS Noticias, habló sobre su nuevo libro “La Gran Desaparición”.See omnystudio.com/listener for privacy information.

In the opening segment, we discuss how a host of factors including substantial AI investment underpin our positive outlook for the global diversified information technology sector over the next 12-18 months. Then at 10 minutes, we assess which types of technology companies stand to benefit from all of this AI investment more than others.Guests: Raj Joshi, Senior Vice President, Global Corporate Finance Group, Moody's Ratings and Vincent Gusdorf, AMD - Digital Finance and AI Analytics, Moody's Ratings.Host: Jeff Pruzan, Vice President – Senior Research Writer, Moody's RatingsTo read more on this topic, visit Behind The Bonds page on Moodys.com (some content only available to registered users or subscribers).Related Research:Diversified Information Technology – Global: Outlook positive as profits strengthen in steady macroeconomic environmentArtificial Intelligence – Global: Profits from AI remain elusive but some sectors hold more promise than others

Matt Colyar and Adam “Hurricane” Kamins join the podcast to discuss this week's inflation data and the economic impact of Hurricane Milton. The team parses the latest CPI report and debates whether inflation is “sticky” or “moderating”.  Adam discusses his work on estimating the economic damage from the recent string of devastating hurricanes. The team also discusses the potential longer-term fallout on housing and migration in storm-prone areas like Florida.  For the paper on the impact of homeowners insurance on housing affordability click hereGuest: Matt Colyar - Assistant Director, Moody's AnalyticsGuest: Adam Kamins - Senior Director, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

The availability and affordability of home insurance is declining as damage from hurricanes and wildfires becomes more frequent. That could have negative implications for property values and tax revenues, particularly in the most disaster-prone states. Guests: Michael Wertz, VP - Senior Analyst, Moody's Ratings; Denise Rappmund, VP - Senior Analyst, Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):State and Local Governments – US: Rising insurance costs indicate growing climate risk to state and local governments

00:00 - No episódio de hoje... 01:02 - Recados iniciais 02:06 - O que aconteceu com o ZIG, o dólar do Zimbábue? 04:41 - Como analisar o hiato de produto? 09:31 - China e Japão podem impulsionar uma recuperação global? 12:05 - Controvérsia sobre dados de emprego nos EUA. 13:20 - Como a Moodys espera estabilizar a dívida do Brasil? 14:17 - O Banco Central do Brasil pode emitir moeda como os EUA? 18:45 - 1 trilhão de déficit: é o novo normal? 19:43 - Economia mundial e controle de moedas. 21:13 - Por que a inflação na China não explodiu? 22:29 - Posicionamento em petróleo e impactos do Oriente Médio. 24:49 - O S&P500 sinaliza uma recessão? 26:09 - Crise econômica no Brasil está à vista? 28:10 - O confisco de bitcoins por corretoras é iminente? 29:38 - Hans-Hermann Hoppe e sua opinião sobre Javier Milei. 33:17 - EUA ou Brasil: Qual é melhor para morar hoje? 36:35 - Por que não investir somente nos EUA? 38:25 - É um bom momento para aumentar o caixa? 39:17 - Confiança nos dados econômicos divulgados pelo governo. 39:58 - Suspensão de negociações do Tesouro Direto. 40:42 - Aplicar na renda fixa é arriscado? 41:06 - Liberdade econômica oprime os mais pobres? 41:59 - Imoralidade de investir no mercado tradicional. 42:53 - Melhor forma de transferir altos valores para o exterior. 43:08 - Ações da China vão entrar em bull market? 43:36 - M2 como um índice de inflação.

Economist Martin Wurm joins Inside Economics to discuss the Fed's rate cut earlier this week, which was larger than the IE team expected. Martin talks about the decision behind the large cut and what it means for the future path of interest rates and the forecasts for the rest of the economy. The team discusses the rate decision's impact on the housing market and mortgage rates and ends by playing a tough stats game.Guest: Martin Wurm – Director-Economic Research, Moody's AnalyticsHosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

M&A activity remains robust across corporate sectors, including pharmaceuticals, homebuilding, mining and telecommunications. In our opening segment, we focus in part on how the green transition is driving deals in the mining segment as companies look to control critical minerals used in renewable energy technologies. In our second segment (10:10), we delve into prospects, including M&A, for large US telecommunications and cable companies. Companies are increasingly battling for high-speed data customers, partly due to the boom in streaming video. Yet the market is saturated with little differentiating the services.Guests: Tobias Wagner, Vice President – Senior Credit Officer, Global Corporate Finance Group, Moody's Ratings and Emile El Nems, Vice President – Senior Credit Officer, Global Corporate Finance Group, Moody's RatingsHost: Tania Hall, Senior Vice President – Senior Research Writer, Moody's RatingsTo read more on these topics, visit Moodys.com (some content available only to registered users or subscribers).Related Research:Corporates – North America: IG companies are well-positioned for rising but less transformational M&ATelecommunications – US: Competition intensifies as telco, cable try to justify network costs in saturated market

The operating environment for K-12 districts is getting tighter as $190 billion in pandemic support ends, employee costs climb, and declining birthrates reduce the school-age population. Guest: David Levett, VP-Sr. Analyst - Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):Public K-12 School Districts – US: Tightening operating environment will challenge a growing minority of districts

It has been a hair on fire couple weeks for global investors. Stock, bond, commodity and foreign exchange markets have been buffeted by wild swings.  No better person to discuss this with than Robin Brooks, a senior fellow at the Brookings Institution and formerly of the Institute of International Finance, Goldman Sachs and the IMF. Robin weighs in on the reasons for the volatility, including policy missteps by the Bank of Japan, and considers what it all means for monetary policy and the economy. For more on today's guest: Robin J Brooks - Senior Fellow at Global Economy and Development, BrookingsFollow Robin on 'X'Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's AnalyticsFollow Mark Zandi on 'X' @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn 

Stadium projects are often less financially beneficial than projected for the governments subsidizing them, though a shift toward multipurpose facilities brings the potential for enhanced returns. Guest: Greg Sobel, AVP-Analyst - Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):States and Local Governments – US: Ballooning stadium subsidies amplify risk amid potential economic development

Amelia Gebler is a costume designer for film and television, she loves working across all genres and is a diverse and creative designer whose passion for cinema, storytelling, sartorial analysis and character motivate her in her design work. Amelia believes that an understanding of the language of style and its role in society is an important communicative device for vividly and creatively expressing identity and is an empowering form of self-expression. Most recently Amelia designed the costumes on the second series of UPRIGHT directed by Mirrah Foulkes and starring Tim Minchin, for Lingo Pictures and Binge. Amelia designed JOE VS CAROLE for UPC and Peacock created by and starring Kate McKinnon. In 2021 Amelia designed Joseph Kosinski's feature film ESCAPE FROM SPIDERHEAD starring Chris Hemsworth and Miles Teller, for Netflix. In 2020 Amelia designed the costumes on the feature film adaptation of Stephen King's CHILDREN OF THE CORN, produced by Lucas Foster (FORD V FERRARI). Amelia designed the costumes for Shannon Murphy's debut feature film BABYTEETH, starring Essie Davis and Ben Mendelsohn, produced by Alex White and Executive Produced by Jan Chapman, the film debuted in Official Competition at the Venice Film Festival in August 2019 to glowing reviews. BABYTEETH has appeared in over twenty film festivals, including BFI London, Zurich International, Film Fest Hamburg, Mostra de Sao Paolo, Mumbai and Chicago. BABYTEETH received a total of 12 nominations in the 2020 AACTA Awards. Amelia's other recent design credits include SBS miniseries' THE ROPESdirected by Shannon Murphy, and DEAD LUCKY directed by David Caesar; and ABC series KIKI & KITTY. Amelia also designed two productions for Jungle Entertainment; SANDO, directed by Phil Lloyd, and SQUINTERS, directed by Adam Zwar for Stan. Her other costume design credits for television include NO ACTIVITY, THE MOODYS, A MOODY CHRISTMAS, HERE COME THE HABIBS, MAXIMUM CHOPPAGE, DR FEELGOOD, HOUSE HUSBANDS series 5, THE CHECKOUT, THE HAMSTER WHEEL, THE CHEF'S LINE, DEADLY WOMEN and BEHIND THE MANSION WALLS. For film, Amelia costume designed Ben Lucas' feature film OTHERLIFEwhich was shot in WA in 2016. Her short films include Tropfest winner BAMBOOZLED directed by Matt Hardie, MADLY directed by Mia Wasikowska, LIEBERMANS IN THE SKYdirected by Richard Vilensky, THE HOLD UP directed by Scott Pickett, RED DOT directed by Pauline Findlay, WISHART directed by Sam Petty and INDIGENOUS AUSTRALIA directed by Warwick Thornton and Brendan Fletcher. Amelia's work has previously been recognised by the Australian Production Design Guild Awards for Best Costume Design in a Television Show and Best Costume Design in a Webseries.

Higher expenses after a $2.78 billion agreement on student athlete payments pose a credit risk for smaller colleges, which already face rising competition from larger, cheaper institutions.Guests: Patrick Ronk, AVP-Analyst - Moody's Ratings; Nicole Serrano, VP-Sr Credit Officer ­- Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):Higher Education – US: Settlement in NCAA antitrust cases leads to colleges paying athletes, a credit negativePrivate Colleges and Universities – US: Small institutions in Northeast and Midwest face credit stress as enrollment declines 

Spending cuts of $25 billion will ease the deficit, though out-migration of high earners remains a drag on revenue.  K-12 education will avoid significant cuts, but is vulnerable if the economy slows.Guests: Matt Butler, VP-Sr Credit Officer - Moody's Ratings; Helen Cregger, VP-Sr Credit Officer ­- Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):California's deficit grows, increasing importance of strong budget solutionsCalifornia school districts are prepared for state budget cuts due to liquidity and strong reserves

As climate issues mount, residents face escalating property insurance costs and, in some cases, difficulty obtaining coverage at all, which threatens to hurt the economy and curtail tax collections.Guests: Bola Kushimo, Vice President - Senior Credit Officer, Moody's Ratings and Denise Rappmund, Vice President - Senior Analyst, Moody's RatingsHost: Nick Samuels, Senior Vice President, Moody's RatingsRelated content on Moodys.com (may only be available to registered users and subscribers):State and Local Government - Louisiana: Climate risks and insurance costs pose challenges for state and local governmentsFlorida (State of):  Florida insurance exposure reaches peak of 1% of GDP as state increasingly supports sectorProperty & Casualty Insurance – US: Homeowners insurers aim to boost profits as weather-related losses, inflation take toll

In this episode, Matt & Jenn share some important news and updates, including a fun blooper reel.There are multiple ways to help support Xander Moody and his family.GiveSendGo (https://www.givesendgo.com/supportxander) - This is a crowdfunding site launched by Xander's baseball team organization. Blessings Overflow:Mail checks (avoid transaction fees) with “Xander Moody” in the memo line to:Blessings Overflow 9114 Hermitage LnAlvaton, KY 42122Venmo (https://account.venmo.com/u/BG-BlessingsOverflow): "Xander Moody" in the message.@BG-BlessingsOverflowFaceBook: Xander Moody Updates  https://www.facebook.com/people/Xander-Moody-Updates/61557283076688/We would love to see you blow up their social media and their donation site. Thank you for supporting the Moodys and for remembering them before our Father's throne in your prayers.Please support these companies that support Intimate Covenant:Married Dance — https://marrieddance.com/?aff=29  Shop from this link and part of your purchase will support Intimate Covenant.  Coconu — http://www.coconu.com  Your purchase helps support Intimate Covenant AND you get 15% OFF. Coupon Code: intimateconvenant To send your comments, questions and suggestions, go to our website: www.intimatecovenant.com/podcast and click on the button: “Contact the Podcast” for an ANONYMOUS submission form. Or, send an email: podcast@intimatecovenant.com   Thanks for sharing, rating, reviewing and subscribing!    Cherishing,  Matt & JennPS — If you have been blessed by the message of this podcast, we would deeply appreciate your support by donating to our mission of spreading God's plan for intimate marriage and holy sexuality.Join us at Patreon: www.patreon.com/intimatecovenantConsider a one-time gift: www.intimatecovenant.com/donate www.intimatecovenant.com Intimate Covenant | Matt & Jenn Schmidt

The Inside Economics team dissects yet another upside surprise in the February jobs report and ponders the mixed messages between the payroll and household surveys. Employment is coming in hot but the unemployment rate rose to its highest level in over a year and wage growth cooled. The team theorizes on why the two surveys are so at odds with each other lately. Finally, they each opine on whether the data are leaning more toward a higher risk of recession or “no landing”. Surprisingly, they're all in agreement.Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.