Fast Finance: Klarna’s rapid AI boost bodes well for other banks
Moody's Talks - Focus on Finance
by Stephen Tu, Allen Tischler, Danielle Reed
1w ago
Swedish lender Klarna’s AI assistant is driving material credit improvement this year. In the US, disclosures from Wells Fargo point to what’s ahead for banks’ commercial real estate loan performance. Speakers: Stephen Tu, VP-Senior Credit Officer, Moody’s Ratings; Allen Tischler, Senior Vice President, Moody’s Ratings Host: Danielle Reed, VP – Senior Research Writer, Moody’s Ratings ..read more
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As growth of private credit in Europe picks up, so does competition from banks
Moody's Talks - Focus on Finance
by Guillaume Lucien-Baugas, Jeanine Arnold, Danielle Reed
2w ago
Over the next several years private credit in Europe will grow, largely because of companies’ substantial refinancing needs. But banks are already fighting to gain back market share. Speakers: Guillaume Lucien-Baugas, VP-Senior Analyst, Moody’s Ratings; Jeanine Arnold, Senior Vice President, Moody’s Ratings Host: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service Related Research: Private Credit – Europe: Europe's private credit market will accelerate, along with competition and risk ..read more
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Convective storms batter US P&C Insurers
Moody's Talks - Focus on Finance
by Bernhard Held, Dean Ungar, Evelyn Ocas Salazar, Juergen Grieser, Danielle Reed, Myles Neligan
1M ago
We discuss the severe thunderstorms' rising insured costs. Plus: Earnings weakness in the Medicare Advantage business and US commercial real estate exposure of German banks. Speakers:  Bernhard Held, VP-Sr Credit Officer, Moody’s Investors Service; Dean Ungar, VP-Sr Credit Officer, Moody’s Investors Service; Evelyn Ocas Salazar, AVP-Analyst, Moody’s Investors Service; Juergen Grieser, Sr Dir Mgr-Analytics & Modeling, Moody’s RMS Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service Related Re ..read more
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AI's transformation of banking; plus, FHLBank reforms, fallout from Evergrande liquidation
Moody's Talks - Focus on Finance
by David Yin, Allen Tischler, Stephen Tu, Farooq Khan, Joe Lyons, Danielle Reed
1M ago
Steve Tu, Farooq Khan and Petr Paklin of Moody's, with Joe Lyons of Bitsight, on how AI will change banks; On Fast Finance, we discuss Evergrande's liquidation and upcoming FHLBank reforms. Speakers:  David Yin, VP – Senior Credit Officer, Moody’s Investors Service; Allen Tischler, Senior Vice President, Moody’s Investors Service; Stephen Tu, VP – Senior Credit Officer, Moody’s Investors Service; Farooq Khan, VP – Senior Analyst, Moody’s Investors Service; Petr Paklin, AVP – Analyst, Moody’s Investors Service; Joe Lyons, Senior Director Cyber Risk Quantification & Ratings Research, Bi ..read more
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Digital finance slowly advances towards interoperability and standardization
Moody's Talks - Focus on Finance
by Abhi Srivastava, Neal Epstein, Cristiano Ventricelli, Danielle Reed, Myles Neligan, etf
2M ago
Cristiano Ventricelli explains how recent improvements to digital finance systems could help them gain scale. Plus, we discuss BlackRock’s recent acquisition and the SEC’s approval of spot Bitcoin ETFs. Speakers:  Abhi Srivastava, AVP – Analyst, Moody’s Investors Service; Neal Epstein, VP-Senior Credit Officer, Moody’s Investors Service; Cristiano Ventricelli, VP-Senior Analyst Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service Related Research: Decentralized Finance and Digital Assets – Cros ..read more
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Global outlook for non-bank finance companies negative on continued asset quality strains and weak profitability
Moody's Talks - Focus on Finance
by Bruno Baretta, Michael Porta
2M ago
Our global outlook for the sector remains negative for 2024, but the picture for non-bank finance companies is more varied than a year ago, with easing conditions in some markets and businesses. Speakers: Bruno Baretta, AVP – Analyst, Moody’s Investors Service Host: Michael Porta, VP – Senior Research Writer, Moody’s Investors Service ..read more
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Global P&C insurance outlook is negative, global life insurance outlook is stable
Moody's Talks - Focus on Finance
by Bruce Ballentine, Christian Badorff, Danielle Reed, Myles Neligan
2M ago
Weak results in personal lines drive the negative outlook for property and casualty insurance, while life insurance benefits from higher interest rates. Speakers: Bruce Ballentine, VP – Senior Credit Officer, Moody’s Investors Service; Christian Badorff, VP – Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service ..read more
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Physical climate risks cloud insurers' risk management; enhanced climate disclosures benefit banks
Moody's Talks - Focus on Finance
by Olivier Panis, James Eck, Danielle Reed, Myles Neligan
3M ago
James Eck and Brandan Holmes explain how rising physical climate-related claims complicate insurers' risk management; Olivier Panis discusses benefits for banks of enhanced climate change reporting. Speakers: Olivier Panis, Senior Vice President, Moody’s Investors Service; James Eck, VP-Senior Credit Officer, Moody’s Investors Service; Brandan Holmes, VP-Senior Credit Officer, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service; Myles Neligan, VP – Senior Research Writer, Moody’s Investors Service Related Research: Insurance – Global: Rising ..read more
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Banks will feel the squeeze from tight financial conditions, slowing economies in 2024
Moody's Talks - Focus on Finance
by Felipe Carvallo, Erin McDermott
4M ago
The boost banks have enjoyed for the last two years will start to fade as high rates translate into higher funding costs and lower growth. But the outlook for banks is not so gloomy everywhere. Speaker: Felipe Carvallo, VP-Senior Credit Officer, Moody’s Investors Service Host: Erin McDermott, AVP – Research Writer, Moody’s Investors Service ..read more
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China’s aging population poses risks to banks and insurers, but new products could help
Moody's Talks - Focus on Finance
by Qian Zhu, Kelvin Kwok, Danielle Reed
4M ago
Reduced economic growth could lower financial institutions’ profitability, but there are also opportunities to sell retirement products and new forms of insurance. Speakers: Qian Zhu, VP-Senior Credit Officer, Moody’s Investors Service; Kelvin Kwok, AVP-Analyst, Moody’s Investors Service Hosts: Danielle Reed, VP – Senior Research Writer, Moody’s Investors Service Related Research: Demographics – China: Aging population, smaller workforce will have broad implications across sectors Life Insurance – China: Aging population offers growth opportunities, with risks and competition Insurance – Chin ..read more
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