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Fixed Interests

Fitch Ratings

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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24 episodes
Avg 5 min
English

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#199
Friday · 5 min
APAC Financial Institutions’ Exposure to Private Credit
How exposed are APAC banks and insurers to private credit? Helen Wong speaks with Tania Gold and Jeff Liew about direct and indirect risks, portfolio trends, rating implications, and why private credit remains an asset class to watch closely.
#198
Wednesday · 4 min
Monte Carlo Takeaways
Fitch Ratings senior directors Manuel Arrive and Brian Schneider share their 2027 global reinsurance outlook and Monte Carlo Summit takeaways, covering softening pricing, alternative capital, AI & data center risks, profitability and market trends.
#197
September 29 · 5 min
US vs. European Banks: Profitability Trends and the RWA Density Gap
Fixed Interests explores U.S. and European bank performance in 2026. Cynthia Chan, Olivia Perney, and Julie Solar discuss profitability, diverging outlooks, RWA density gaps, and how Basel III reforms could reshape regional banking.
#196
September 24 · 4 min
Media & AI: Who's Protected, Who's Exposed?
Fitch's Deborah Murnin and Wunmi Adekanmbi explore how AI may impact media subsectors. While AI isn't expected to drive negative rating actions near term, it adds uncertainty.
#195
September 21 · 5 min
EMEA Financial Guarantors Key Rating Considerations
Fixed Interests examines Fitch's approach to rating financial guarantors in EMEA. Sabine Bauer and Inal Kishmariya discuss this niche insurance sector and key rating drivers: diversification, governance, capital adequacy and shareholder support.
#194
September 15 · 7 min
Macro impacts of a potential AI equity and CapEx correction
Alex Muscatelli from Fitch Ratings joins Aymeric Poizot to unpack a risk scenario on a major AI equity and CapEx correction: 35% share price plunge, US recession, global stagnation, and rate cuts. Not Fitch's base case, but a key risk worth watching.
#193
September 10 · 3 min
Up in the Air: EMEA Airlines Confronting Higher Fuel Prices
Explore how the Middle East crisis and rising jet fuel prices are hitting EMEA airlines. Fitch analyst Raman Singla joins Andrei Sandu to discuss Q2 profit declines, why low-cost carriers face greater risk, and the outlook if the conflict drags on.
#192
September 10 · 6 min
Long-Dated Yields and the Fiscal Squeeze on Sovereigns
With long-dated yields at multi-decade highs across major markets, Fitch's Ed Parker examines the fiscal, inflation and supply forces at play, and which sovereigns face the greatest rating risk as debt burdens climb and refinancing costs rise.
#191
September 4 · 4 min
U.S. and EMEA Corporate Distressed & Default Monitor
Transatlantic view of leveraged finance from Fitch Ratings. Terry Gallagher, Brendan Hoelmer and Leonie Dackham explore the macro backdrop, refinancing waves and rising default forecasts across US and European loan and high-yield markets into Q3
#190
September 2 · 4 min
The Connective Tissue: How Ratings Drive Global Capital
Scott Zuchorski and Monsur Hussain follow the money, exploring how insurers, pension funds, sovereign wealth funds, and family offices are financing infrastructure, and why credit ratings are the connective tissue driving global capital flows.
#189
September 2 · 4 min
Three Paths, One Goal: Meeting the Infrastructure Challenge
One asset, three routes to capital. In part one, Scott Zuchorski and Monsur Hussain unpack Fitch's latest report on how corporate, project, and structured finance are converging to meet a US$106 trillion global infrastructure need by 2040 and beyond.
#188
August 25 · 4 min
Bankruptcy EVs & Creditor Recoveries Series: U.S. Gaming & Restaurants
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.
#187
August 25 · 5 min
Is Argentina Finally Turning the Corner?
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.
#186
August 20 · 5 min
EU Bank Reform: A Push to Unlock Cross-Border Growth
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.
#185
August 19 · 5 min
Fitch's U.S. Consumer Health Pulse
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.
#184
August 17 · 5 min
Japan Reflation and the Yen Reset
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
#183
August 12 · 5 min
Resilience, Risk and Ratings Momentum in Global Corporate Credit
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.
#182
August 5 · 5 min
Navigating AI's Impact on Service Businesses
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.
#181
August 4 · 5 min
Inside Fitch's U.S. and EMEA Distressed and Default Monitor — July 2026
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.
#180
August 3 · 4 min
Implications of USMCA Annual Reviews for Mexico and Canada - Part 2
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.

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