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Tag: Moody’s Analytics

  • ‘Top of my list of worries’: Why the stock market’s boom could become America’s biggest risk

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    The economy’s biggest risk may not be tariffs or private credit but the stock market itself, where roughly $9 trillion in equity gains over the past year have powered high-income spending that could quickly reverse if portfolios start flashing red instead of green.

    “The surge in stock prices is so key to the well-to-do who are driving consumer spending,” Mark Zandi, Moody’s Analytics chief economist, told Yahoo Finance on Friday. “If that gets turned into reverse and we see stock prices decline, then that’s the real threat to the economy in my mind.”

    Moody’s estimates the top 10% of earners account for about half of all consumer spending, a dynamic that’s kept growth steady even as inflation and tariffs bite lower-income households. That link between spending power and market performance has become increasingly evident amid fresh market swings.

    US stocks rose on Friday as President Trump eased fears of a further trade escalation with China, rebounding from Thursday’s steep losses sparked by renewed worries over private credit. Regional banks, including Zions (ZION) and Western Alliance (WAL), also recovered after reports of fraudulent loans and mounting credit stress added to investor jitters against the backdrop of a prolonged government shutdown.

    Still, Zandi said those risks pale next to what’s building in financial markets, where a sharp reversal could quickly shake the confidence of the wealthy households powering US growth.

    “Of all the risks out there, from what’s going on in the banking system to the government shutdown and everything else, that’s the one that’s at the top of my list of worries,” he said.

    “I’m more sanguine about the banking system,” he added. “I’m less sanguine about financial markets. Valuations are high. …Everything feels a bit juiced, overvalued, bordering on frothy.”

    Zandi warned that froth is directly tied to the same high-income households driving US consumption. That means if market gains unwind, the very group propping up spending could quickly pull back.

    Deborah Weinswig, founder and CEO of Coresight Research, which tracks global retail and consumer trends, said the split between high- and low-income households is at its highest level since January 2020.

    “The high-end consumer right now is still very strong and stronger than we would have even expected,” Weinswig said, noting spending among wealthier shoppers has continued to rise through the fall.

    At the same time, lower-income households are stretching their budgets by visiting more stores per trip, about five or six now versus three before the pandemic, as they hunt for bargains and stack promotions.

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  • Moody’s (MCO) Fell on Increasing Competition in the AI Sector

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    Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +6.41% net of fees, compared to +8.00% and +8.12% returns for the Russell 1000 Index and the S&P 500 Index, respectively. In addition, please check the fund’s top five holdings to know its best picks in 2025.

    In its third-quarter 2025 investor letter, Mar Vista U.S. Quality Premier Strategy highlighted stocks such as Moody’s Corporation (NYSE:MCO). Moody’s Corporation (NYSE:MCO) is a leading integrated risk assessment firm. The one-month return of Moody’s Corporation (NYSE:MCO) was -3.16%, and its shares gained 3.60% of their value over the last 52 weeks. On October 8, 2025, Moody’s Corporation (NYSE:MCO) stock closed at $490.09 per share, with a market capitalization of $87.902 billion.

    Mar Vista U.S. Quality Premier Strategy stated the following regarding Moody’s Corporation (NYSE:MCO) in its third quarter 2025 investor letter:

    “Moody’s Corporation (NYSE:MCO) stock declined for the quarter on concerns of a growing AI arms race among competitors. In mid-September, FactSet reported slowing growth and commented that increasing competitive dynamics from start-ups, new competitors, and traditional competitors may pressure margins. Moody’s Analytics segment has been early and aggressive in rolling out agentic artificial intelligence models. Their strategy aims to expand the company’s ecosystem where customers can leverage Moody’s data, analytics, and AI tools within their own workflows. We expect Moody’s AI investments will further imbed its services into the operations of banks, insurance companies, and asset managers, further expanding the company’s economic moat.”

    Is Moody’s Corporation (MCO) The Best Financial Sector Dividend Stock To Buy Right Now?

    Moody’s Corporation (NYSE:MCO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 82 hedge fund portfolios held Moody’s Corporation (NYSE:MCO) at the end of the second quarter, the same as in the previous quarter. While we acknowledge the potential of Moody’s Corporation (NYSE:MCO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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