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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

Episodes 24

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#179
July 31 · 4 min
Implications of USMCA Annual Reviews for Mexico and Canada - Part 1
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.
#177
July 29 · 4 min
El Niño Part 3: Credit Implications for Hydropower and Palm Oil Sectors in Asia Pacific
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.
#178
July 29 · 5 min
Oil Shocks and Inflation Persistence – The Risk from Price Mark-Ups
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.
#176
July 29 · 4 min
Business Development Companies and the Rise of Balance Sheet Financing Vehicles
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.

Showing 21–24 of 24 episodes

Fixed Interests

Episodes 24

Implications of USMCA Annual Reviews for Mexico and Canada - Part 1

El Niño Part 3: Credit Implications for Hydropower and Palm Oil Sectors in Asia Pacific

Oil Shocks and Inflation Persistence – The Risk from Price Mark-Ups

Business Development Companies and the Rise of Balance Sheet Financing Vehicles