”Credit Ratings Broken”, Warns Fmr. S&P Ratings Chief Moritz Kraemer

The global credit ratings system is rapidly losing credibility in the eyes of LBBW Chief Economist Moritz Kraemer, who is now sounding the alarm. In this exclusive conversation, Moritz warns of major economic risks brewing beneath the surface, highlighting runaway U.S. debt and volatile American policy decisions that will destabilize markets.

Germany in the meantime is being held back by outdated investments as well as demographic shifts. Moritz stresses the urgency for Germany to innovate and reform before lasting damage is done. The country is at critical crossroads, but the potential upside is still there long-term.

Moritz Kraemer is Chief Economist and Head of Research at LBBW Bank. He is also a Senior Fellow at the Centre for Sustainable Finance at SOAS, University of London. Until 2018 he was at S&P Global as the Sovereign Ratings Group Global Chief Ratings Officer, overseeing the analysis on the creditworthiness of over 130 national governments worldwide. At S&P he introduced new ways to measure the impact of megatrends on sovereign ratings.

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00:00 Warm Welcome to the Show, Pulse Check

02:20 German Competitiveness in the New World

05:25 "Schuldenbremse" Debt Brake Reforms?

07:40 Potential Tariff Deals between the EU & US

09:35 Use of EU “Digital Tax” as “Nuclear Option”

13:02 Fact Check: Are We Already in a Recession?

17:04 Reality Check on De-Dollarization, CHF, CAD

19:10 Euro Strength, Outlook for ECB Rate Cuts

22:10 Fed Choice: Save US Economy or US Dollar?

23:59 Wow: Big Ratings Agencies Still Very Slow

26:15 US Deserves to be Downgraded Right Now

28:37 Rational Expectations Theory NOT Rational

31:36 Guiding Principles: Stay True to Yourself

33:15 Sizable Short Position on the Stock Market

35:17 Gold "Overbought"! Market Not Big Enough

38:47 Morning Focus w/ No Breakfast, Only Coffee

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By hekayaproductions.com

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs