From Fitch Ratings, Fixed Interests unpacks the credit stories driving global markets. Join us for sharp, jargon-free conversations on macroeconomics, sovereigns, corporates, infrastructure, financial institutions, and emerging markets, giving you the context behind the credit trends that matter most.
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Fitch's Terry Gallagher, Josh Clark, and John Kempf examine the gaming, leisure, lodging, and restaurant sector. They discuss sector bankruptcies, maturity, alternative financing, favorable demographics, and strong first-lien creditor recoveries.
Fitch's Sovereign team explores Argentina's turning point. Following its upgrade to 'B-', analysts Shelly Shetty and Chris Dychala discuss the Milei administration's fiscal and reform gains, vulnerabilities, and what to watch ahead of 2027 elections.
Christian Scarafia and Robert Mazzuoli unpack the European Commission's July push to boost EU banking competitiveness, exploring cross-border consolidation, capital fungibility, Basel III lending reforms, deposit protection changes, and key omissions.
Fitch's Olu Sonola joins Rachel Willis Gutierrez to unpack the US Consumer Health Pulse. Despite slowing spending, energy-driven inflation, and flat real income, consumers remain resilient buoyed by strong balance sheets and a solid labor market.
The US and Japan intervened to support the yen for the first time in nearly 30 years, but did it fix anything? Jessica Hinds joins Fitch's Fixed Interests to explain why the yen's weakness is now a story about fiscal credibility, real yields and BOJ
Fitch experts unpack Q2's shift as global upgrades outpaced downgrades for the first time since 2024. Explore what's driving credit resilience, regional trends, and the 2026 outlook for corporates across sectors.
What does AI disruption means for service businesses. Rob Galtman and Jonathan Reid join Deborah Murnin on where risk is most immediate, why exposure is so uneven, and which structural protections matter most across 200 corporates.
Let's unpack Fitch's July US and European distressed and default monitors. Brendan Hoelmer and Leonie Dackham join Terry Gallagher on why falling default rates mask rising forward-looking stress and a building default pipeline.
How will USMCA's annual review cycles impact Mexico and Canada. Todd Martinez and Josh Grundleger join Shelly Shetty to explore key pressure points, sticking points on autos, and what a good deal looks like. Part two of two.
What the USMCA's move to annual review cycles means for North America. Todd Martinez and Josh Grundleger join Shelly Shetty to unpack what changed on July 1st, Fitch's baseline scenario, and the risks ahead. Part one of two.
Fitch analysts examine how a developing El Niño could impact corporate credit risk across Asia Pacific. We explore Vietnam's hydropower vulnerability, resilience in India and China, and why palm oil producers may face a mixed credit outlook.
Why did post-pandemic inflation last so long? Fitch's Chief Economist Brian Coulton reveals how corporate margins, not wages, fueled persistence, and assesses the risk of a repeat after the 2026 oil shock, with key implications for the Fed and ECB.
Yields under pressure. Leverage on the rise. Fitch dives into the growing use of off-balance-sheet financing among Business Development Companies (BDCs) and what it signals for credit risk ahead.
How could El Niño affect Latin America's power sector? Fitch Ratings analysts Saverio Minervini, Marcela Araujo and Juan David Medellin discuss rising power prices, hydropower pressures and credit risks across Brazil, Colombia and Panama.
