From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 15 minutes or less.
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Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, explore challenges and opportunities for emerging market economies, including recent rate cuts, weaker demand in China, and post-election policy changes in the US.Di Fitch Ratings
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Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India’s sovereign rating, and what to expect from the country’s economic policy following the election of Narendra Modi to his third term as prime minister.Di Fitch Ratings
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Richard Francis, Richard Hunter and Justin Patrie look into the potential effects the upcoming US election could have on credit, touching on the US’ sovereign rating, the different fiscal policy plans offered by the candidates, and more.Di Fitch Ratings
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Head of EMEA Sovereigns Jan Friederich and Head of Western European Sovereigns Federico Barriga Salazar discuss fiscal policies in the EU, including the impact of the new fiscal rules and implications for the ECB’s Transmission Protection Instrument.Di Fitch Ratings
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David Prowse, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, look into our 3Q24 Risk Headquarters report, covering the ongoing impact of high interest rates, escalating geopolitical risks, real estate market challenges and more.Di Fitch Ratings
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Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, parse Fitch’s latest Global Economic Outlook report, covering focus points including the gradually slowing US economy, global monetary policy developments and more.Di Fitch Ratings
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Shelly Shetty, Managing Director, Americas Sovereigns, and Carlos Morales, Lead Mexico Analyst, look at Mexico’s recent elections, including challenges and opportunities for the new administration, and rating drivers moving forward.Di Fitch Ratings
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With elections in the U.S. approaching, Brian Coulton, Chief Economist, and Alex Muscatelli, Director, Economics, look into the potential impact a renewed trade war sparked by US-led tariff hikes could have on the global economyDi Fitch Ratings
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Euan Gatfield, Head of EMEA CMBS, joins Justin Patrie, Head of Fitch Wire, to explore the current CRE environment, delving into rate cycle impacts and other factors such as e-commerce, post-Covid office space utilization and the energy transitionDi Fitch Ratings
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Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country’s 2023 economic policy changes, and the impact of recent local elections.Di Fitch Ratings
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Richard Hunter, Chief Credit Officer, and Justin Patrie, Head of Fitch Wire, dive into the latest Risk Headquarters report, outlining the main risks to global credit this quarter including real estate, geopolitics, China macroeconomics, and more.Di Fitch Ratings
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Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and funding prospects.Di Fitch Ratings
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Justin Patrie, Head of Fitch Wire, and Meghan Neenan, Head of North America NBFI, dive into the rapidly expanding private credit sector, covering the origins of the space, its growing profile following the 2008 financial crisis and more.Di Fitch Ratings
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Join Shelly Shetty, Head of Sovereign Ratings for Asia & the Americas, and Todd Martinez, Primary Argentina Analyst & Americas Co-Head, as they discuss the potential economic impacts and rating implications for Argentina under President Milei.Di Fitch Ratings
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Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing and the property sector, among other topics.Di Fitch Ratings
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Toby Iles, Head of MEA Sovereigns, joins Head of EMEA Sovereigns Jan Friederich to break down the economic and rating implications of geopolitical risks in the Middle East and North Africa.Di Fitch Ratings
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Justin Patrie, Senior Director and Head of Fitch Wire, and Melissa Che, Senior Director, North America CMBS, explore the challenges facing U.S. commercial real estate in 2024, including refinancing issues, weakened fundamentals and more.Di Fitch Ratings
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Richard Hunter, Chief Credit Officer, and Justin Patrie, Senior Director, discuss the key themes of Fitch’s recent 2024 Global Outlook report, including sustained elevated interest rates, asset quality deterioration, a US growth slowdown, and more.Di Fitch Ratings
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Fitch sovereign analysts Shelly Shetty, Managing Director, Todd Martinez, Senior Director, and Jeremy Zook, Director, discuss the impact of supply chain diversification trends such as nearshoring/friendshoring on emerging markets.Di Fitch Ratings
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Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch's Global Economic Outlook for 2024, including stagnation in the Eurozone, property market concerns in China, and slowing growth in the USDi Fitch Ratings
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Federico Barriga Salazar, Head of Western European Sovereigns, and Greg Kiss, Sovereigns Director, discuss how underlying fiscal trends in Western Europe have become more challenging in 2023, and divergent debt dynamics among the regions' economies.Di Fitch Ratings
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Head of EMEA Sovereigns Jan Friederich is joined by MEA Associate Director Thomas Garreau to discuss the functioning of sovereign restructurings under the G20 Common Framework and cases of its application.Di Fitch Ratings
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APAC Frontier Markets continue to face external financing challenges - join Thomas Rookmaaker, Head of APAC Sovereigns, and Sovereign Directors Sagarika Chandra and Krisjanis Krustins, for a discussion of what to expect in these markets in 2024.Di Fitch Ratings
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Shelly Shetty, Managing Director, Sovereigns, and Richard Francis, Senior Director, Sovereigns, discuss the recently averted US government shutdown, the August 1st ratings downgrade, and the outlook for US public finances & the rating going forward.Di Fitch Ratings
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As Fitch cuts its forecasts for China’s economic growth, Thomas Rookmaaker, Jeremy Zook and Brian Coulton discuss the implications of the deteriorating macro-outlook for China’s sovereign creditworthiness.Di Fitch Ratings
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