Fixed Interests

Head of EMEA Sovereigns Jan Friederich is joined by MEA Associate Director Thomas Garreau to discuss the functioning of sovereign restructurings under the G20 Common Framework and cases of its application.

APAC Frontier Markets continue to face external financing challenges - join Thomas Rookmaaker, Head of APAC Sovereigns, and Sovereign Directors Sagarika Chandra and Krisjanis Krustins, for a discussion of what to expect in these markets in 2024.

Shelly Shetty, Managing Director, Sovereigns, and Richard Francis, Senior Director, Sovereigns, discuss the recently averted US government shutdown, the August 1st ratings downgrade, and the outlook for US public finances & the rating going forward.

As Fitch cuts its forecasts for China’s economic growth, Thomas Rookmaaker, Jeremy Zook and Brian Coulton discuss the implications of the deteriorating macro-outlook for China’s sovereign creditworthiness.

Toby Iles, Head of Middle East and Africa Sovereigns, and Doug Winslow, Senior Director, Sovereigns, discuss the direction of reform and related credit developments since the new Nigerian administration took office.

Will the Bank of Japan follow the world in tightening? How far could rates go? What could that mean for public finances? Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Japan, explore Fitch’s latest thinking.

In the latest edition of Fixed Interests, Ed Parker, Global Head of Sovereigns Research, and Laure de Nervo, Primary Egypt Analyst, look into the current pressures on Egypt’s economy following Fitch’s downgrade of its sovereign credit rating in May.

In the latest episode of Fixed Interests, Brian Coulton, Chief Economist, and Ed Parker, Global Head of Sovereigns Research, explore Fitch's new Global Economic Outlook report, covering China's recovery, central bank inflation concerns, and more.

Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Sovereigns Senior Director, discuss the recent elections in Turkey, and how policy decisions by the Erdogan administration may impact the domestic economy

In the latest episode of Fixed Interests, James Longsdon, Global Head of Banks, and Christopher Wolfe, Head of Bank Ratings, North America,  discuss the recent volatility in the US banking sector, including what still to watch in 2023.

Crude oil exports to Western Europe are vital to Kazakhstan's economy - learn more about the related geopolitical challenges from Michele Napolitano, Head of Western European Sovereigns, and Arvind Ramakrishnan, Director, Emerging Europe Sovereigns

In this edition of Fixed Interests, Sovereigns Senior Director Thomas Rookmaaker, and Director Jeremy Zook, discuss India's fiscal outlook after the recent budget, including plans for sustaining growth while targeting modest deficit reductions.

In the latest episode of Fixed Interests, Mike Girard, Director, ABS, and Mark Narron, Senior Director, Financial Institutions, explore how recent bank rate hikes are impacting Canadian consumers - from unemployment rates, to household debt & more.

Shelly Shetty, Managing Director, Sovereigns, and Todd Martinez, Senior Director, Sovereigns, discuss the policy and rating outlook for Brazil under the new government of President Lula, following his October election win over Jair Bolsonaro.

Brian Coulton, Chief Economist and Ed Parker, Sovereigns Managing Director discuss the recessionary outlook in Europe and the US as inflation pressures broaden and central banks are forced to take tougher monetary policy actions.

The US government recently announced new restrictions on China’s access to US semiconductor technology - join Fitch analysts Carla Taylor, Jason Pompeii and Chaim Kurland for a discussion on what to expect from the new regulations going into 2023.

Shelly Shetty, Managing Director, Sovereigns, and Richard Francis, Senior Director, Sovereigns, discuss the potential economic implications of mid-term elections in the U.S.

In the latest episode of Fixed Interests, Thomas Rookmaaker, Head of APAC Sovereign Ratings, and Toby Iles, Head of MEA Sovereign Ratings, discuss the impact of high crude oil revenues on the fiscal policies of GCC sovereigns.

Paul Gamble and Federico Barriga Salazar from the Emerging Europe sovereign team and Michele Napolitano, head of Western Europe sovereign ratings discuss the rating implications of the shutdown in Russian gas supplies to the EU.

Despite Argentina's deal with the IMF earlier this year, the country's macroeconomic vulnerabilities are mounting, and it remains unclear if political heavyweight and new economy minister Sergio Massa can do what it takes to get things on track.

Shelly Shetty, Sovereigns Managing Director, and Richard Francis, Primary Analyst for Colombia, discuss the outlook for Colombia’s economy, public finances & governability under the incoming administration of Gustavo Petro who assumes presidency in August.

Shelly Shetty, Managing Director, Sovereigns, and Charles Seville, Co-Head of Americas Sovereigns, discuss the US’s sovereign rating and the rationale behind Fitch’s recent decision to revise the Outlook to Stable from Negative.

Brian Coulton, Chief Economist at Fitch, joins Ed Parker, Sovereigns Managing Director, to discuss unrelenting global inflation pressures, the Fed’s impending return to a restrictive monetary policy stance and the implications for the global economy.