Join us as we examine the nature of persistent bottlenecks across transportation networks, the credit impacts on retailers from the environment and their responses to changing consumer predilections, and just how transitory higher inflation in prices and wages will be.
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Agenda13:00 - 14:00EST
From Shipping Snarls to the Service-Spending Revival: Why Retail’s Outsized Growth Will Slow
We discuss the US retail sector’s outlook, shipping and other transportation sectors, and the macroeconomic impact amid consumer demand normalization, supply chain disruptions and rising costs. Topics will include inflation in prices and wages, transportation bottlenecks, and retailers’ responses to the changing environment and consumer preferences.
- What logistical roadblocks in shipping, containers and other transportation have emerged, and which will endure into next year?
- How will an evolving economy and changing consumer preferences, including spending on services taking an increasing share of wallet from purchased goods, affect what’s ahead?
- How will price elasticity, wages and margins change as the supply chain disruptions begin to dissipate or mutate?
- How might conditions during a resurgence of the pandemic differ from past waves?
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SpeakersDeepika Kothari Senior Vice President Moody's Investors Service
Daniel Harlid Vice President - Senior Credit Officer, Corporate Finance Moody's Investors Service
Marisa DiNatale Senior Director - Economic Research Moody's
Christina Boni Senior Vice President, Retail, Corporate Finance Moody's Investors Service
Aron Bergman Vice President-Senior Analyst, Corporate ABS Moody's Investors Service
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Deepika Kothari is a Senior Vice President with Moody’s Investors Service. She currently heads the US Consumer ABS surveillance team within the Structured Finance Group, responsible for monitoring of secured and unsecured consumer ABS transactions. She is also the global research coordinator for the Structured Finance Group, responsible for ensuring global alignment on the group’s research efforts. Prior to her current role on the Consumer ABS team, she led the US Residential Mortgage Backed Securities New Ratings team within the Structured Finance Group, where she was responsible for overseeing the ratings analytics of new RMBS transactions.
Deepika has held various leadership roles within Consumer ABS since joining Moody’s in 2005 and has had a major role in the ratings analytics and surveillance of RMBS and ABS. She has published extensively on various topics related to consumer credit and ratings methodologies and presented our opinion at various webinars and conferences. Prior to joining Moody’s, Deepika worked for HSBC in India for three years in credit and operations. Deepika holds a Bachelors degree in Chemical Engineering from Mumbai, India, an M.B.A from the Indian Institute of Management, Ahmedabad and an M.S. in Finance from Boston College.
Marisa DiNatale is a Senior Director and Head of Global Forecasting at Moody’s. Marisa oversees all forecasting and publication operations in the Economics group within Predictive Analytics at Moody’s. Her areas of specialization and research are U.S. labor markets, household balance sheets and credit, and international economics. She is a cohost of the Moody’s weekly podcast “Inside Economics”. Marisa started her career as a labor economist at the Bureau of Labor Statistics in Washington, DC. She holds a master’s degree in Applied Economics from Johns Hopkins University and a bachelor’s degree in International Relations from Boston University.
Christina Boni is a Senior Vice President with Moody’s Investors Service, and is responsible for a portfolio of investment grade and speculative grade companies in the retail sector. Prior to joining Moody’s in January 2016, Christina was a Managing
Director for Royal Bank of Canada (RBC) focusing on leveraged retailers. From 2008-2009, Christina was a Portfolio Manager at Fridson Investment Advisors, a credit hedge fund. In addition, Christina was a sell-side leverage finance analyst at Credit
Suisse (CS) and Donaldson, Lufkin and Jenrette, which was acquired by CS in 2000. She was voted by clients to the Institutional Investor Fixed Income team for the Retail sector for seven consecutive years. She also was appointed to the Institutional
Investor Fixed Income team for her work in the Supermarket and Food and Beverage sector. In addition, Christina worked at the Walt Disney Company as a Senior Analyst within their Strategic Planning Group. Christina holds a B.S. in Economics from the
Wharton School of the University of Pennsylvania and a M.B.A from the Harvard Business School.
Daniel Harlid is a Senior Analyst – Vice President in the EMEA Corporate Finance Group based in Stockholm, Sweden. He is responsible for a portfolio of investment grade and sub-investment grade companies within the European container shipping sector as well as in the logistics industry. Additionally, he covers investment grade issuers in the Nordic manufacturing sector. Daniel joined Moody’s in 2017. Prior to this, he was a portfolio manager at Cicero Fonder managing funds with both investment grade and high yield mandates. Daniel started his career as an equity analyst for Handelsbanken Capital Markets.
Deepika Kothari is a Senior Vice President with Moody’s Investors Service. She currently heads the US Consumer ABS surveillance team within the Structured Finance Group, responsible for monitoring of secured and unsecured consumer ABS transactions. She is also the global research coordinator for the Structured Finance Group, responsible for ensuring global alignment on the group’s research efforts. Prior to her current role on the Consumer ABS team, she led the US Residential Mortgage Backed Securities New Ratings team within the Structured Finance Group, where she was responsible for overseeing the ratings analytics of new RMBS transactions.
Deepika has held various leadership roles within Consumer ABS since joining Moody’s in 2005 and has had a major role in the ratings analytics and surveillance of RMBS and ABS. She has published extensively on various topics related to consumer credit and ratings methodologies and presented our opinion at various webinars and conferences. Prior to joining Moody’s, Deepika worked for HSBC in India for three years in credit and operations. Deepika holds a Bachelors degree in Chemical Engineering from Mumbai, India, an M.B.A from the Indian Institute of Management, Ahmedabad and an M.S. in Finance from Boston College.
Daniel Harlid is a Senior Analyst – Vice President in the EMEA Corporate Finance Group based in Stockholm, Sweden. He is responsible for a portfolio of investment grade and sub-investment grade companies within the European container shipping sector as well as in the logistics industry. Additionally, he covers investment grade issuers in the Nordic manufacturing sector. Daniel joined Moody’s in 2017. Prior to this, he was a portfolio manager at Cicero Fonder managing funds with both investment grade and high yield mandates. Daniel started his career as an equity analyst for Handelsbanken Capital Markets.
Marisa DiNatale is a Senior Director and Head of Global Forecasting at Moody’s. Marisa oversees all forecasting and publication operations in the Economics group within Predictive Analytics at Moody’s. Her areas of specialization and research are U.S. labor markets, household balance sheets and credit, and international economics. She is a cohost of the Moody’s weekly podcast “Inside Economics”. Marisa started her career as a labor economist at the Bureau of Labor Statistics in Washington, DC. She holds a master’s degree in Applied Economics from Johns Hopkins University and a bachelor’s degree in International Relations from Boston University.
Christina Boni is a Senior Vice President with Moody’s Investors Service, and is responsible for a portfolio of investment grade and speculative grade companies in the retail sector. Prior to joining Moody’s in January 2016, Christina was a Managing
Director for Royal Bank of Canada (RBC) focusing on leveraged retailers. From 2008-2009, Christina was a Portfolio Manager at Fridson Investment Advisors, a credit hedge fund. In addition, Christina was a sell-side leverage finance analyst at Credit
Suisse (CS) and Donaldson, Lufkin and Jenrette, which was acquired by CS in 2000. She was voted by clients to the Institutional Investor Fixed Income team for the Retail sector for seven consecutive years. She also was appointed to the Institutional
Investor Fixed Income team for her work in the Supermarket and Food and Beverage sector. In addition, Christina worked at the Walt Disney Company as a Senior Analyst within their Strategic Planning Group. Christina holds a B.S. in Economics from the
Wharton School of the University of Pennsylvania and a M.B.A from the Harvard Business School.