Fixed Interests Podcast
1) Evaluating the Credit Impacts of Youth‑Led Protests in Asia
Thomas 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 cr...Show More
2) 2026 Global Credit Outlook: Resilience, Risks, and What to Watch
Justin 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. cons...Show More
3) Venezuela After Maduro: US Policy, Oil, and Regional Risks
Todd 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 r...Show More
4) Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown
Brian 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....Show More
5) Are Bubble Risks Emerging in Leveraged Finance?
Lyuba 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 valuati...Show More
6) Argentina Mid-Terms - Credit Outlook and Reform Risks
Shelly 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.
7) Fiscal Challenges for Western European Sovereigns
James 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 ...Show More
8) Challenges Ahead for US Data Center Boom
Justin 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 inves...Show More
9) GCC Diversification: Progress and Challenges
Paul 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 a...Show More
10) Emerging Markets in 2025 - Resilience Amid Global Headwinds
Justin 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 an...Show More