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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.
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.
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. 
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.
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.
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