Finance Leaders Forum: A Conversation with Gregg Lemos-Stein, Chief Analytical Officer of Corporate Ratings at S&P Global Ratings

November 7, 2023

Tighter U.S. monetary policy is expected to lead to an uptick in default rates from roughly 3% to 4.5% over the next 12 months, Gregg Lemos-Stein, Chief Analytical Officer of Corporate Ratings at S&P Global Ratings, told the inaugural Finance Leaders Forum in September. Michael Gorelick, Head of Ratings and Markets Advisory at Mizuho Americas, led a fireside chat with Mr. Lemos-Stein, who outlined which sectors he sees as most susceptible to defaults. He also spoke about the implications of the current political environment on the U.S. government’s credit rating.

Here are some highlights from our Q&A session. 

Default Rates


U.S. Government Credit Rating

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