Moody’s latest decision on Hungary gives false sense of security
We disagree with the arguments behind the call for a balanced risk assessment, and here's why
What credit spreads are pricing in is not realistic
Spreads currently price in the lower end of our expected default rates. In the midst of substantial recent tightening, we feel that current pricing is not…
Hungary: Will Moody’s follow the others?
Both S&P and Fitch upgraded Hungary's sovereign debt rating in February, though they both previously held positive outlooks on the country. We…
After disappointments and no upgrades from the rating agencies Fitch and S&P, an outlook upgrade from Moody's could be the last shot for Hungary…
Hungary is facing a review of its sovereign debt rating on 1 June. The outcome is like flipping a coin, but we think Moody's could upgrade its outlook
Poland: Moody’s preview