Leslie Seidman

October 17, 2026

Moody's faces credit risk shift as rates rise, analysts adjust outlook. Moody's upgraded Egypt to a B3 rating, citing recent fiscal reforms and a positive outlook. The chief credit officer said higher interest rates are prompting a reassessment of credit risk across its portfolio. Analysts at JP Morgan kept an overweight stance but lowered their price target, reflecting the impact of rising Treasury yields on Moody's exposure. These developments show the firm adapting to a tighter rate environment while continuing sovereign rating activity.

October 16, 2026

GE Aerospace Secures 600+ LEAP-1B Engine Deal, Eyes Q3 Earnings. GE Aerospace announced a memorandum of understanding with Turkish Airlines to purchase more than 600 LEAP‑1B engines, including spares. Analysts say aerospace and defense demand remains steady even as market sentiment softens, which could support the company’s earnings outlook. The company will report Q3 results shortly, and investors are watching how the new engine deal and broader demand trends play out.