Informações:
Sinopse
From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 10 minutes or less.
Episódios
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Evaluating the Credit Impacts of Youth‑Led Protests in Asia
13/02/2026 Duração: 11minThomas Rookmaaker and Harry Hu evaluate recent youth‑led protests in several Asian countries, driven by concerns over governance, living costs and unemployment, and their implications for sovereign credit profiles and political transitions.
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2026 Global Credit Outlook: Resilience, Risks, and What to Watch
06/02/2026 Duração: 10minJustin Patrie and Sarah Repucci unpack Fitch’s Global Credit Outlook, highlighting resilient credit conditions, pressures in China and Canada, and key risks, including strain on lower‑income U.S. consumers, tariff volatility and geopolitical shocks.
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Venezuela After Maduro: US Policy, Oil, and Regional Risks
12/01/2026 Duração: 13minTodd Martinez and Josh Grundleger discuss the US ouster of Nicolas Maduro, the revived Monroe Doctrine, and key risks for Latin America, including oil investment, debt restructuring, regional market reactions, and impacts on migration and tourism.
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Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown
15/12/2025 Duração: 15minBrian Coulton and Ed Parker discuss Fitch’s Global Economic Outlook, reviewing where the world economy stands at the close of 2025 and key trends for 2026, from AI-driven investment and resilient U.S. equities to China’s sharp investment slowdown.
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Are Bubble Risks Emerging in Leveraged Finance?
12/12/2025 Duração: 10minLyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.
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Argentina Mid-Terms - Credit Outlook and Reform Risks
13/11/2025 Duração: 15minShelly Shetty and Todd Martinez analyze Argentina’s mid-term elections, what Milei’s stronger legislative backing means for reforms, and the lingering risks around reserves and external liquidity.
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Fiscal Challenges for Western European Sovereigns
30/10/2025 Duração: 10minJames Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitch’s deficit outlook.
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Challenges Ahead for US Data Center Boom
22/10/2025 Duração: 08minJustin Patrie, Head of Credit Commentary & Research, and Sarah Repucci, Senior Director, Credit Commentary & Research, discuss emerging challenges for the AI-fueled US data center boom, covering investment, rising costs, impact on utilities and more.
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GCC Diversification: Progress and Challenges
29/09/2025 Duração: 10minPaul Gamble, Head of Middle East and Africa (MEA) Sovereigns, and Cedric Berry, Director, MEA Sovereigns, discuss GCC efforts to diversify their economies beyond oil, and the varied pace of progress across the region.
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Emerging Markets in 2025 - Resilience Amid Global Headwinds
27/08/2025 Duração: 12minJustin Patrie and Duncan Innes-Ker discuss how emerging market credits are faring this year amid slower global growth, geopolitical risks, and shifting U.S. policy - highlighting ratings resilience and modest positive momentum.
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Global Credit Risk Outlook - Resilience Amid Slowing Growth
07/08/2025 Duração: 13minJustin Patrie and David Prowse discuss key themes from Fitch’s Global Credit Risk Outlook, including slower growth, tariff uncertainty, and weaker credit conditions—as well as the overall ratings resilience amid these challenges.
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Fiscal Risks in Japan
18/07/2025 Duração: 10minThomas Rookmaaker, Head of APAC Sovereign Ratings, and Krisjanis Krustins, lead analyst for Japan, discuss Japan’s fiscal outlook, covering the impact of rising bond yields, fiscal populism and long-term spending pressures.
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Global Economic Outlook – Better But Not Good
07/07/2025 Duração: 13minBrian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch’s mid-year Global Economic Outlook, focusing on global growth forecast updates since April and how tariffs are driving key changes to projections.
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Global Corporates at Mid-Year - Sector Outlooks Deteriorates on Tariffs Pressure
26/06/2025 Duração: 12minThe credit outlook for global corporates has worsened in 2025, with 14 sectors and sub-sectors deteriorating at mid-year vs. 5 at end-2024. Justin Patrie and Carla Taylor, Head of Research for the Americas, discuss the drivers and implications.
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CEE Electoral Cycle: Sovereign Rating Implications
18/06/2025 Duração: 19minPaul Gamble, Senior Director of Sovereign Ratings, and Erich Arispe, Head of Emerging Europe Sovereign Ratings, discuss the credit implications and common themes of the 2025/2026 electoral cycle in Central and Eastern Europe.
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Tariff Uncertainty Continues To Shape Credit Risk Outlook
23/05/2025 Duração: 09minFitch's 2Q25 Risk Headquarters report highlights a worsened risk outlook amid US tariff volatility. David Prowse and Justin Patrie discuss key points from the report, centered around how Trump-era policies continue to elevate investor concerns.
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Listen and Subscribe to Fitch Ratings Fixed Interests Podcast
19/05/2025 Duração: 01minFrom global macroeconomic trends to sovereign credit developments to regulatory and political changes, Fitch’s Fixed Interests podcast delivers the analyst insights and updates you need to stay ahead in a rapidly evolving market. Available wherever you get your podcasts.
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Mexico's Sovereign Rating Amid Global Trade Tensions
14/05/2025 Duração: 16minShelly Shetty, Managing Director, Americas Sovereigns and Todd Martinez, Senior Director, Sovereigns, discuss Mexico’s recent rating affirmation, and how the sovereign is navigating global trade tensions and domestic fiscal challenges.
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European Sovereigns: Navigating US Policy Shifts
01/05/2025 Duração: 11minExplore the impact of US tariffs on European sovereigns with Jan Friederich, Head of EMEA Sovereigns, and Federico Barriga Salazar, Head of Western European Sovereigns, as they discuss strategic responses and fiscal implications for Europe.
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China's Fiscal Future: Insights on the Recent Rating Downgrade
17/04/2025 Duração: 12minThomas Rookmaaker, Head of APAC Sovereign Ratings, and Jeremy Zook, lead analyst for China, discuss China’s recent downgrade, covering key drivers including the sovereign's weakening public finances and rapidly rising public debt ratios.