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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Risk Headquarters 1Q25 - Key Risks to Global Credit
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10:01David Prowse and Justin Patrie discuss the key points in Fitch's 1Q25 Risk Headquarters report, covering how the credit risk environment has evolved since the start of the year in response to inflation, new Trump administration policies, and more.Par Fitch Ratings
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India's Economic and Fiscal Outlook
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13:18Join Thomas Rookmaaker and Jeremy Zook from the APAC Sovereigns team as they explore India's 2025 budget, its path for debt reduction, economic outlook, and implications for the sovereign rating amid global uncertainties.Par Fitch Ratings
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Private Credit - 2024 Trends, 2025 Expectations
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11:33Join Justin Patrie, Head of Credit Commentary & Research, and Meghan Neenan, Head of North America NBFI, as they review 2024's private credit trends, including the growth of asset-based finance, and discuss outlooks on the sector for 2025.Par Fitch Ratings
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Trump Agenda and Outlook for US Fiscal Policy and Debt Trajectory
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16:03Shelly Shetty, Managing Director, Americas Sovereigns and Richard Francis, Senior Director, Sovereigns, look into the impact new Trump administration policies, including tariffs and tax cuts, may have on US public finances and its sovereign rating.Par Fitch Ratings
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David Prowse and Justin Patrie discuss the key points in Fitch's 2025 Global Credit Outlook report, including positive drivers for the market such as falling interest rates, and negative drivers including escalating geopolitical risks.Par Fitch Ratings
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Global Economic Outlook – Global Growth Stable as Forecasts for Major Economies Shift
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17:23Tariff uncertainty in the US, deflation pressures in China, and political instability in France and Germany are driving forecast changes for 2025. Join Brian Coulton and Ed Parker as they cover these and other developments detailed in Fitch's new Global Economic Outlook report.Par Fitch Ratings
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Richard Francis, David Prowse, and Justin Patrie discuss the implications of the recent US election, including potential impacts on the US budget, sovereign credit profile, and the macroeconomic effects of new tariffs on global markets.Par Fitch Ratings
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Public Finances and CEE Sovereign Ratings
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14:28Erich Arispe, Head of Emerging Europe (EE) Sovereigns, and Malgorzata Krzywicka, Associate Director EE Sovereigns, discuss Central and Eastern Europe’s current state of public finances and the region’s fiscal consolidation prospects and challenges.Par Fitch Ratings
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US Banks - 2024 Trends, 2025 Expectations
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12:17Christopher Wolfe, Managing Director for North America Banks, and Justin Patrie, Head of Fitch Wire, look back at US banks’ performance and rating trends in 2024 and discuss expectations for 2025, including potential post-election policy changes.Par Fitch Ratings
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Common Framework Restructurings - Progress and Challenges
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17:31Explore the latest developments in Common Framework debt restructurings for Ethiopia, Zambia, and Ghana and the impacts of new IMF policies with Paul Gamble, Head of MEA Sovereign ratings, and Thomas Garreau, Associate Director, MEA Sovereigns.Par Fitch Ratings
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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.Par Fitch Ratings
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Economic Policy Expectations for India
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14:56
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14:56Thomas 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.Par Fitch Ratings
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US Election and Credit Implications
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17:11Richard 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.Par Fitch Ratings
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Fiscal Policies in the European Union
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11:11Head 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.Par 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.Par Fitch Ratings
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Global Economic Outlook – Monetary Policy Enters an Easing Phase
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16:21
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16:21Brian 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.Par Fitch Ratings
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Mexico’s New Administration - Key Challenges and Opportunities
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11:21
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11:21Shelly 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.Par Fitch Ratings
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Estimating the Impact of Potential US Tariff Hikes
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11:13With 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 economyPar Fitch Ratings
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Contagion Risks from Rising Commercial Real Estate Delinquencies
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20:14Euan 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 transitionPar Fitch Ratings
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Post-Election Economic Outlook for Turkiye
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15:21Paul 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.Par 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.Par 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.Par Fitch Ratings
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The Growing World of Private Credit
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10:00Justin 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.Par Fitch Ratings
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Economic Reforms In Argentina Under Milei - The First 100 Days
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13:29Join 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.Par Fitch Ratings
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Outlook for Chinese Credit - What to Expect in 2024
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12:01Justin 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.Par Fitch Ratings
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