Moody’s 2026 Outlooks are taking shape against a backdrop of uneven growth, easing financial conditions, and widening divergence across regions and sectors. As we enter 2026, our focus remains the same: cutting through uncertainty and helping you see what’s coming next. Whether you’ve been following the outlooks closely or are just catching up, here’s a snapshot of the key themes we’ve covered so far:
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Global
- Global Credit Conditions: Politics, a changing financial landscape, AI and climate losses will drive credit conditions for debt issuers around the world.
- Global Macro: Global growth will be steady but subdued in 2026 as geopolitical and trade tensions go on.
- Global Asset Management: Muted growth should support assets and revenues, favoring larger firms as competition intensifies.
- Global Banks: Lower interest rates and steady if modest GDP growth will support loan performance, solid profitability and capital, despite ongoing geopolitical uncertainty.
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Regional
- Corporates APAC ex China: Steady growth led by India and Australia supports earnings, aided by easing inflation and continued AI investment.
- US Ports: Cargo volumes are expected to weaken in 2026 amid tariff pressures, slower US growth, and softer consumer spending.
- US Healthcare: Operating cash flow margins should rise modestly, with recent policy changes having limited impact on 2026 revenues.
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Keep updated with Moody's 2026 Outlooks campaign and learn more about what's in store for market participants in the year ahead with quick and easy access to all our forward-looking insights at our Outlooks hub.
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