Microsoft Could Benefit From Downgrade, Zogheb Says

The video discusses the reopening of debt capital markets and the marginal impact of recent changes on borrowing costs. It highlights the small group of corporations rated above the US by Fitch and the potential benefits for these companies. The discussion also covers the impact of the US downgrade on borrowing costs, particularly for riskier companies, and the challenges in maintaining liquidity.

What does the speaker indicate about the number of companies rated at or above the US government's rating?

What are the potential consequences for riskier companies following the downgrade of the US government?