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Jun 18 · 19 MIN

The K-Shaped Economy: Why Growth Is Strong but Increasingly Fragile

The economy looks resilient, but beneath the surface it’s increasingly divided. In this episode of “Credit Currents,” Mark Zandi, Chief Economist at Moody’s Analytics, and Atsi Sheth, Chief Credit Officer at Moody’s Ratings, discuss the growing impact of the K-shaped economy. They explain how higher-income households are fueling a disproportionate share of consumer spending, while lower-income consumers face rising costs for essentials like gas, food and housing. This imbalance is reshaping demand across sectors, from premium travel and luxury goods to credit access and essential retail. Watch to understand how this dynamic creates a more fragile and vulnerable economy. Listen to "Inside Economics Podcast: #235 - The K Shaped Economy with Heather Long" here: • Inside Economics Podcast: #235 - The K Sha... Host: Patrick Ronk, Vice President, Moody’s Ratings Guests: Mark Zandi, Chief Economist, Moody’s Analytics Atsi Sheth, Chief Credit Officer, Moody’s Ratings Related Research:Global Macro Outlook (May 2026 Update) - Global energy market stress weighs on growth prospects (https://www.moodys.com/research/Globa...)The State of the Consumer (March 2026) – US - Higher energy prices and a narrowing consumption base pose risks to spending (https://www.moodys.com/research/The-S...)The State of the Consumer (May 2026) – Europe - Middle East conflict will weaken consumer confidence and nascent economic recovery (https://www.moodys.com/research/The-S...) Geopolitical Risk – Global - Prolonged Strait of Hormuz disruption through autumn broadens credit stress (https://www.moodys.com/research/Geopo...)

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Credit Currents

Private Credit: “Bad Vibes” and the Changing Conversation

Private Credit: “Bad Vibes” and the Changing Conversation

Private credit has hit a speed bump in the US, where the market is rapidly pivoting from growth to stricter risk discipline. At our flagship “Credit Frontiers” event, we sat down with Moody’s leaders to discuss what’s behind these “bad vibes” about private credit and what they’re hearing from market participants about the trajectory of the asset class. Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s Ratings Guests:Marc Pinto, Managing Director, Global Head of Private Credit, Moody’s RatingsDavid Hamilton, Managing Director, Head of Asset Management Research, Moody’s AnalyticsRelated Research:Private Credit – Global – Volatility will intensify focus on liquidity, transparency 22 April 2026 (https://www.moodys.com/research/Priva...)Private Credit – Global – Seven key ways private credit is changing 14 May 2026 (https://www.moodys.com/research/Priva...)Private Credit – US – Asset quality indicators point to emerging risk in private credit direct lending 28 April 2026 (https://www.moodys.com/research/Priva...)Moody’s Private Credit Insights (https://www.moodys.com/web/en/us/insi...)

Credit Currents

The State of Play for the Energy Transition

The State of Play for the Energy Transition

What comes next for sustainable finance debt markets?The energy transition’s momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience.In this episode of “Credit Currents”, we discuss why, despite headwinds arising from global trade tensions, Asia remains a contributing force for the “pragmatic transition”, the favorable conditions supporting renewable investment, as well as the opportunities for both the public and private sectors.Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody’s RatingsGuest: Rahul Ghosh, Managing Director, Head of Global Sustainable Finance & Emerging Markets, Moody’s RatingsRelated Research:Sustainable bond issuance on track to be flat versus 2025 levels after mixed quarter (Data Story) 12 May 2026 (https://www.moodys.com/web/resources/...)Carbon Transition – Asia-Pacific – Transition finance to expand as credible pathways emerge 19 March 2026 (https://www.moodys.com/research/Carbo...)APAC Sustainable Finance Summit 2026 (Replay) 24 March 2026 (https://events.moodys.com/2026-mip262...)In Person Event: Unlocking Capital for Climate Resilience: From Data to Decisions - London Climate Action Week 24 June 2026 (https://events.moodys.com/2026-mie264...)

Latest episodes

Breaking in a new Chair

Claudia Sahm, Chief Economist of New Century Advisors joins the team to break down Kevin Warsh's first FOMC meeting and press conference. The group covers the rate decision, changes to Fed communications, the dot plot's future, and what Warsh's balance sheet views signal for monetary policy ahead. The new Chair is in the seat, time will tell if it's a comfortable one.

Inside Economics

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In this episode, Gaurav, Barbara, and Andrew are joined by Andrea Montanino, Chief Economist at Cassa Depositi e Prestiti, Italy, and former Executive Director at the IMF, to explore the profound transformations reshaping Europe’s economy. Framed around four key pillars—demographics, geopolitics, energy, and technology—the discussion examines the structural forces weighing on Europe’s growth and competitiveness. As the global landscape becomes more fragmented, Andrea argues that “the world is no longer a supermarket”—with firms forced to weigh resilience, diversification, and supply chain risks alongside costs. The team also explores Europe’s trade strategy in a shifting order, its energy security following recent shocks, the potential of deeper ties with Africa, and the challenge of channeling abundant savings into productive investment.

Global Economy Unwrapped

Global Economy Unwrapped

Effective CDD for banks

Customer Due Diligence (CDD) is more than a regulatory checkbox—it can be a critical defense against financial crime and a cornerstone of trust in banking. In this episode of Risk Reframed, Moody’s Jill DeWitt, and PwC’s Jim Daly join host Alex Pillow to break down what CDD really means for banks, how it works day-to-day, and why it matters. They answer key questions like: What are the main components of a strong CDD program? How can working in siloes impact the effectiveness of CDD teams? Why is it critical to train teams on how to do CDD, and why it matters? Which regulations shape how banks approach CDD, and what effects do they have on day-to-day operations? What common pitfalls should banks rethink when it comes to CDD?

Risk Reframed

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Explore by series

Global Economy Unwrapped

Global Economy Unwrapped

Join Gaurav Ganguly, chief international economist at Moody’s Analytics, as he unpacks the forces shaping the global economy. In Global Economy Unwrapped, Gaurav is joined by members of Moody’s Analytics economic research team to discuss key indicators, underlying trends, and evolving risks—offering sharp, data-driven insights from a global perspective.

Inside Economics

Inside Economics

Join Chief Economist Mark Zandi, Marisa DiNatale and Cristian deRitis as they discuss key indicators and other aspects of the global economy. Contact us at [email protected]. Visit online at www.economy.com/economicview

Risk Reframed

Risk Reframed

Moody’s Talks: Risk Reframed is your gateway into the complex and ever-evolving universe of risk management. From discussions about financial crime and physical risk to forced labor and cybersecurity, from entity data to AI-led innovations, this podcast explores many of the critical risks organizations face today—along with strategies to navigate them and foster resilient growth. Join our constellation of thought leaders, authors, and practitioners as they decode the forces shaping an era of exponential risk and share insights to help organizations adapt and thrive.

The Big Picture

The Big Picture

On The Big Picture podcast, hosts William Foster, Paloma San Valentin and Gabriel Agostini bring you insights from Moody’s analysts around the world on hot topics across fixed-income markets. Each episode will illuminate Moody’s thinking on the latest credit and economic developments, ranging from technological disruption, political shifts, to climate change. Please join us as we explore what’s on the horizon for the global credit landscape.

Credit Currents

Credit Currents

Join Moody’s Ratings’ analysts every other Thursday as they break down the biggest stories in credit and why they matter.