Changing State of the US Consumer Outlook

Key credit themes for the third year of the pandemic

Reshaped economies, policy shifts, new technologies, inequality, and environmental issues will be among the factors shaping consumer spending and credit performance as the US economy’s rebound is tested by the ongoing COVID-19 pandemic. Join us for a discussion of what we expect for 2022 as the third calendar year of the pandemic progresses, including views from Moody’s Analytics on macroeconomic trends and thoughts from Moody’s Investors Service analysts on consumer credit and trends in consumer goods.

  • Agenda keyboard_arrow_down
    13:30 - 14:30
    EST

    A Look at What’s Ahead for US Households, Consumer Products and Lenders as COVID-19 Lingers

    We dig into how 2022 will starting to shape up and what’s ahead for consumers this year. The discussion will cover the ongoing impacts of the pandemic on economic activity, consumers’ finances, and their spending preferences, including how evolving government policies and new and emerging technologies are helping to shape the environment. Topics will include:

    • How the pandemic will affect the US economy in 2022 and what might happen with fiscal and monetary policy this year
    • How the pandemic’s fallout will differ from our first two years of living with COVID-19
    • Challenges for consumer product firms as spending patterns evolve and high inflation in the economy affects companies and prices
    • Performance and volume expectations for consumer lenders and securitizations, including the effects of a surge in car and home values, technological trends, and the slow move past unusual conditions
  • Speakers keyboard_arrow_down
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    Jody Shenn Vice President - Senior Analyst Moody's Investors Service Bio
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    Marisa DiNatale Senior Director - Economic Research Moody's Analytics Bio
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    Daniela Chun Jayesuria Senior Vice President, Structured Finance Moody's Investors Service
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    Megan Fox Vice President - Senior Analyst, North America Banks Moody's Investors Service Bio
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    Linda Montag Senior Vice President - Corporate Finance Moody's Investors Service Bio
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Changing State of the US Consumer Slides

Changing State of the US Consumer Slides