Moody's Sheth Sees No U.S. Recession But Says Chances Are Rising

The video discusses the potential for a recession in the US, highlighting the impact of tariffs and trade policy uncertainty on investment and consumer sentiment. It examines market reactions to economic data and the likelihood of further Fed rate cuts. Additionally, it addresses risks in the corporate credit space, noting increased leverage and declining debt quality.

What factors are contributing to the rising chances of a recession in the US?

How have tariffs impacted consumer sentiment and investment in the US economy?

What changes in the Federal Reserve's approach to interest rates have occurred over the past year?

What are the implications of corporate leverage on the credit market?

In what ways has the overall demand outlook affected corporate credit?