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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.
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.
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
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.
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.
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