The Essential Podcast, Episode 2 : The Triple Threat - Credit Markets in Flux

About this Episode

Host Nathan Hunt interviews Alexandra Dimitrijevic, Global Head of Research at S&P Global Ratings, to understand how coronavirus, an oil crisis, and record volatility are affecting corporate credit markets by sector and region.

The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets – macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade – in interviews with subject matter experts from around the world.

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Show Notes

Read the research discussed in this episode:

• Read "Global Credit Conditions, Triple Trouble: Virus, Oil, Volatility", the latest report from S&P Global Ratings' Credit Conditions Committee. Download this report here.

• "Containment measures to stem the COVID-19 pandemic have pushed the world’s largest economies into near-hibernation. While China shows early signs of re-emerging from this, Europe and the U.S. aren’t yet past the viral peak. S&P Global Ratings has also yet to see the full impact on vulnerable emerging markets. Combined with historical collapse in oil prices, and record volatility in the markets, this put significant pressure on creditworthiness around the world. Industries most exposed to the dramatic drop in global demand and much tighter financing conditions have experienced the most downgrades so far," according to the report.

• S&P Global Ratings' special report on coronavirus is updated daily with the latest analysis on COVID-19 and the global recession.

The Essential Podcast is edited and produced by Molly Mintz.