Moody's
Coverage of Moody's in the Nexus archive.
- Amazon’s $25 billion ‘surprise’ bond sale dangled extra yield to lure in buyers—and flashed a warning sign about the AI boom
Amazon's $25 billion bond sale in July 2026 offered extra yield to attract investors but faced weaker demand compared to earlier this year, signaling potential investor caution about the AI boom. The sale, part of Amazon's $92 billion in annual debt, highlights the tech giant's capital expenditures for cloud computing and AI, which have strained free cash flow despite strong operating cash flow.
- K-shaped economy is still ‘firmly intact,’ Moody’s economist says
The K-shaped economy remains 'firmly intact' as high earners drive spending, according to Moody's economist Mark Zandi. The analysis highlights ongoing economic divergence between different income groups.
- I spent 8 years flood-proofing a city. Capital markets are running out of time to take El Niño seriously
Federal forecasters predict a high likelihood of a strong El Niño this winter, emphasizing the urgency for resilience infrastructure investment. A former Hoboken mayor highlights successful flood-mitigation projects like ResilienCity Park, which reduced flooding and protected economic stability, while noting capital markets are lagging in treating resilience as a distinct investment category. Boston Consulting Group projects $3 trillion in annual resilience-focused investment demand by 2030, with inaction costing up to 15 times more.
- Brussels' datacenter efficiency scorecard may come with a credit warning
The EU's proposed datacenter efficiency rating system, aimed at promoting sustainability, faces delays and criticism for not accounting for regional climate differences. Moody's warns the system could create credit risks for operators, while Europe's fragmented financing and infrastructure challenges hinder large-scale datacenter expansion.
- Moody's Mark Zandi weighs in on economic outlook amid Middle East latest
Mark Zandi of Moody's provides analysis on the economic outlook amidst recent events in the Middle East. The article highlights his insights into potential economic impacts.
- Moody’s Cuts Mexico Credit Rating to One Notch Above Junk
Moody's cut Mexico's credit rating to one notch above junk, and the Mexican peso trimmed losses after falling as much as 3.5%. The currency is vulnerable to Trump's trade policies. This change affects Mexico's economy.
- Distressed-Debt Deals Often End in ‘Hard Default,’ Moody’s Warns
Moody's warns that distressed-debt deals often end in 'hard default'. This indicates a high risk of default for companies with distressed debt. The warning suggests that investors should be cautious when dealing with such debt.
- Inflation fears persist globally
Global inflation concerns persist as analysts warn that Iran-related inflationary pressures will likely continue despite Trump's claims of ongoing negotiations. Central banks across multiple regions, including the Federal Reserve, Bank of England, and European Central Bank, are considering or may implement rate hikes, creating uncertainty for incoming Fed Chair Kevin Warsh who was nominated on expectations of rate cuts.
- Moody’s awards top rating to Fidelity and BlackRock's tokenized money market funds
Moody's awards top rating to Fidelity and BlackRock's tokenized money market funds, indicating a high level of confidence in their financial products. This rating reflects the quality and stability of these funds. The top rating is a significant achievement for both Fidelity and BlackRock.
- US banks expect ‘slow, then fast’ shift to digitized finance: Moody's
US banks are preparing for a surge in adoption of digitized finance to avoid being caught off guard by a sudden shift in market demand, according to Moody's. Traditional financial institutions expect a slow then fast shift. This preparation is driven by the need to stay competitive.
- Fidelity International’s first tokenized fund receives top-tier AAA-mf rating from Moody’s
Fidelity International's first tokenized fund, FILQ, has received a top-tier AAA-mf rating from Moody's. The fund is modeled after Fidelity's existing low-volatility net asset value fund and will offer 24/7 redemptions and settlements. This achievement marks a significant milestone for Fidelity International in the tokenized fund space.
- Fidelity International launches Moody’s-rated tokenized fund on Chainlink
Fidelity International launched a tokenized liquidity fund on Chainlink, utilizing Sygnum infrastructure and JPMorgan for daily NAV data. The fund is Moody's-rated, indicating a level of credibility. This launch marks a significant development in tokenized funds.
- Moody’s Says South Africa on Track to Stabilize Debt This Year
Moody's reports that South Africa is on track to stabilize its debt this year. The country's financial situation is expected to improve. Moody's analysis suggests a positive outlook for South Africa's economy.
- Supply chain cracks constrain AI boom
The AI economy faces constraints due to supply chain vulnerabilities linked to geopolitical tensions in the Middle East, particularly the Strait of Hormuz closure and helium shortages from attacks on Qatar's Ras Laffan complex. Moody's highlights that AI infrastructure investments depend on unstable resources like Qatari helium and LNG, while BlackRock notes rising demand for chips amid supply disruptions.
- Private Credit BDCs’ 2028 Maturity Wall Poses Risk, Moody’s Says
Moody's warns that the 2028 maturity wall for Private Credit Business Development Companies (BDCs) could pose significant financial risks. The rating agency highlights potential liquidity challenges as these firms face a wave of loan maturities around 2028.
- Stablecoins not a threat to banks in the near-term: Moody's analyst
A Moody's analyst stated that stablecoins are not an immediate threat to banks due to prohibitions on yield-bearing stablecoins and the US's robust payments infrastructure, which limits their potential to disrupt banks' market share.