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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
