Fixed Interests
Episodes
Biden Administration Policy and Sovereign Ratings Outlook
19 Jan 2021
Contributed by Lukas
In this podcast, Shelly Shetty, Managing Director in the Sovereigns group, and Charles Seville, Senior Director in the Sovereign group, discuss what t...
Outlook on Sub-Saharan African Sovereigns and the Debt Markets
01 Dec 2020
Contributed by Lukas
Cote d’Ivoire recently became the first Sub-Saharan African sovereign to access international markets since the start of the pandemic crisis. Jan Fr...
Argentina and Ecuador - Post-Restructuring Outlook
16 Nov 2020
Contributed by Lukas
In the latest Fixed Interests, Shelly Shetty, Managing Director of Sovereigns, and Todd Martinez, Director of Sovereigns, discuss the future economic ...
Downgrade of Morocco’s Sovereign Rating
30 Oct 2020
Contributed by Lukas
Jan Friederich, Head of Middle East & Africa Sovereign Rating, and Mahmoud Harb, Director, discuss the rationale for the recent downgrade of Moroc...
Korea’s Steady Performance Amidst Pandemic Headwinds
13 Oct 2020
Contributed by Lukas
Amidst the global pandemic, Korea is outperforming its peers as a result of virus containment and rebounding exports. Stephen Schwartz and Jeremy Zook...
Central America’s Weakening Fundamentals - Challenges Amidst US Recession & Health Pandemic
30 Sep 2020
Contributed by Lukas
In this latest podcast, Shelly Shetty, Managing Director of Sovereigns, and Carlos Morales, Director of Latin America Sovereigns, discuss sovereign tr...
The Negative Outlook On Turkey’s Sovereign Rating
27 Aug 2020
Contributed by Lukas
Paul Gamble, Head of Emerging Europe Sovereign Ratings, and Douglas Winslow, Director and lead analyst for Turkey, discuss Fitch’s recent revision o...
Indonesia’s Credit Profile in the Age of COVID-19
17 Aug 2020
Contributed by Lukas
Stephen Schwartz, Head of APAC Sovereign Ratings and Thomas Rookmaaker, Director and Lead Analyst for Indonesia, discuss the economic impact of the Co...
Increased Fiscal and External Challenges for Sub-Saharan Africa Sovereigns
29 Jul 2020
Contributed by Lukas
The pandemic has had a heavy impact on SSA ratings. Jan Friederich, Head of Middle East & Africa Sovereign Rating, and Jermaine Leonard, Director,...
Climate Change: The Impact on Sovereign Ratings
21 Jul 2020
Contributed by Lukas
Climate change is a huge topic of political, social and financial market discourse. Ed Parker, Head of Fitch’s EMEA Sovereign Ratings, and Tony St...
Peru's Rating Trajectory: Challenges Ahead
16 Jun 2020
Contributed by Lukas
In the latest edition of Fixed Interests Shelly Shetty, Managing Director, and Kelli Bissett-Tom, Director and primary analyst for Peru, discuss the r...
Nigeria and the Pandemic Shock
04 Jun 2020
Contributed by Lukas
Nigeria faces significant challenges from the pandemic shock. Jan Friederich, Head of Middle East & Africa Sovereign Rating, and Mahmoud Harb, Dir...
Global Economic Outlook
26 May 2020
Contributed by Lukas
Forecasts cut again, but global economy close to bottoming out. Tony Stringer, Chief Operating Officer, Sovereigns and Brian Coulton, Chief Economist...
Update on the GCC – Impact of Oil Shock and the Coronavirus Crisis
28 Apr 2020
Contributed by Lukas
The GCC has been severely impacted by the global coronavirus pandemic. In this podcast, Jan Friederich, Head of Middle East and Africa Sovereign Ratin...
Downgrade of Mexico’s Sovereign Rating
21 Apr 2020
Contributed by Lukas
Shelly Shetty, Co-Head of Sovereigns-Americas, and Charles Seville, Senior Director, Americas Sovereigns, discuss Mexico’s rating downgrade, our mai...
China's Recovery from COVID-19
14 Apr 2020
Contributed by Lukas
The lockdown on Wuhan has been lifted and China’s economy is recovering gradually. Stephen Schwartz and Andrew Fennell of APAC Sovereign Ratings, di...
Global Economic Crisis
06 Apr 2020
Contributed by Lukas
Global GDP is collapsing as the COVID-19 crisis escalates rapidly. Tony Stringer, Chief Operating Officer, Sovereigns and Brian Coulton, Chief Econom...
Lockdown
20 Mar 2020
Contributed by Lukas
With the coronavirus crisis taking an extraordinarily heavy toll on the world economy, Tony Stringer, Chief Operating Officer, Sovereigns and Brian Co...
Ireland: Elections and Rating Assessment
04 Mar 2020
Contributed by Lukas
In the latest edition of Fixed Interests, Michele Napolitano, Head of the Western Europe team, and Alex Muscatelli, from the Western Europe team and P...
Unrest in Chile and Colombia: The Economic Impact & Risks Ahead
21 Feb 2020
Contributed by Lukas
What are the economic and political implications of the recent social protests in Chile and Colombia, and what does the future hold? In the latest edi...
CIS and Black Sea Region Rating Cycle Slowing
12 Feb 2020
Contributed by Lukas
Sovereigns in the Commonwealth of Independent States (CIS) and Black Sea Region have experienced positive rating momentum recently, with four upgrades...
Asian Frontier Markets
23 Jan 2020
Contributed by Lukas
Asia’s Frontier Markets have great potential, but are also prone to external financing pressures. Stephen Schwartz, Head of Asia-Pacific Sovereign R...
Global Economic Outlook
05 Dec 2019
Contributed by Lukas
The relative stability of the service sector - which accounts for 70% of GDP in the advanced economies – should help global growth to stabilise nex...
Demographic Trends
28 Nov 2019
Contributed by Lukas
Demographic trends such as declining or rapidly expanding populations, a bulging youth cohort or pronounced ageing can create risks to sovereign credi...
Argentina's Post-Election & Debt Restructuring Prospects
04 Nov 2019
Contributed by Lukas
What are the implications of Argentina’s most recent presidential election, and how will it affect the nation’s current economic uncertainty? In t...
Fixed Interests Global Economic Outlook
01 Oct 2019
Contributed by Lukas
World growth forecasts have been cut across the board following the escalation in the US-China trade war in August. We now expect world growth in 2020...
Global Sovereign Conferences Key Talking Points
29 Aug 2019
Contributed by Lukas
James McCormack, Head of Sovereign Ratings and Stephen Schwartz, Head of Asia-Pacific Sovereign Ratings, provide a preview of key issues that will be ...
South Africa Economic and Political Outlook
21 Aug 2019
Contributed by Lukas
Jan Friederich, Head of Middle East and African Sovereign Ratings, explains the key drivers behind the decision to revise the outlook on South Africa ...
Sovereign Trends in Central America
08 Aug 2019
Contributed by Lukas
As a result of political polarization, fiscal constraints, and rising tensions with the U.S. over immigration policy, Central America faces political ...
Political Developments in Spain
01 Aug 2019
Contributed by Lukas
Michele Napolitano, Head of Western Europe Sovereigns, and Alex Muscatelli, Director, discuss the failure of Pedro Sanchez to win a confidence vote in...
India Fiscal and Growth Outlook
24 Jul 2019
Contributed by Lukas
Stephen Schwartz, Head of Asia-Pacific Sovereign Ratings, and Thomas Rookmaaker, Director and Lead Analyst for India of Sovereigns Ratings, discuss In...
Sub-Saharan African Debt
08 Jul 2019
Contributed by Lukas
Tony Stringer, Managing Director, Global Sovereigns and Ed Parker, Head of EMEA Sovereign Ratings discuss Sub-Saharan African (SSA) debt, noting gover...
Global Economic Outlook
17 Jun 2019
Contributed by Lukas
Tony Stringer, Managing Director, Global Sovereigns and Brian Coulton, Chief Economist, say threats to the global growth outlook from trade protectio...
Mexico Downgraded on Pemex Risks, Trade Tensions, and Policy Uncertainty
06 Jun 2019
Contributed by Lukas
Shelly Shetty and Charles Seville, Co-Heads of Sovereigns Ratings for the Americas, discuss the recent downgrade of Mexico's credit ratings. Key drive...
Risks Remain for Argentina in 2019
28 May 2019
Contributed by Lukas
Shelly Shetty, Co-head of Sovereigns—Americas, and Todd Martinez, Primary Analyst for Argentina, discuss the Negative Rating Outlook for the country...
Fiscal Trends in the GCC
12 Apr 2019
Contributed by Lukas
Jan Friederich, Head of Middle East & Africa Sovereign Ratings, and Krisjanis Krustins, Director focusing on GCC sovereigns, discuss the fiscal tr...
Biggest Fall in Global Growth Since 2012
26 Mar 2019
Contributed by Lukas
In the latest Fixed Interests Podcast,Tony Stringer, Managing Director, Global Sovereigns and Brian Coulton, Chief Economist, discuss the Global Econo...
Colombia’s Fiscal Challenges and Tax Reform
18 Mar 2019
Contributed by Lukas
Shelly Shetty, Co-head of Sovereigns—Americas, and Richard Francis, Primary Fitch Analyst for Colombia, discuss the fiscal and growth challenges for...
Russia, Positive Outlook
07 Mar 2019
Contributed by Lukas
Tony Stringer Managing Director, Global Sovereigns and Erich Arispe, Director, Fitch Ratings, discuss the Positive Outlook for Russia which reflects c...
Public Finances at Risk When Next Recession Strikes
07 Feb 2019
Contributed by Lukas
Public finances in several developed markets look exposed when the next recession eventually strikes, with potential negative consequences for some so...
Costa Rica
03 Feb 2019
Contributed by Lukas
Persistently high fiscal deficits leading to rising debt burden and high government financing needs has led Fitch to downgrade Costa Rica. Charles Sev...
Cracks Appearing in Global Growth Picture as 2020 Headwinds Rise
05 Dec 2018
Contributed by Lukas
Tune into our latest Fixed Interest podcast with Brian Coulton, Chief Economist and Tony Stringer, COO, Global Sovereigns Group, who discuss what's in...
Global Economic Outlook: World Growth Forecast Cut on US-China Trade Battle
21 Sep 2018
Contributed by Lukas
Protectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with the U...
Global Economic Outlook: Growth Robust to Political Risks
13 Jun 2018
Contributed by Lukas
Tune into the latest Fixed Interests and listen to James McCormack, Global Head of Sovereigns, and Brian Coulton, Chief Economist, discuss how global ...
Political Risk in Sovereign Ratings
11 May 2018
Contributed by Lukas
Political risk is a key determinant of sovereign creditworthiness, Ed Parker, Head of EMEA Sovereign Ratings and James McCormack, Global Head of Sover...
China Sovereign Update
09 Apr 2018
Contributed by Lukas
Tune into the latest Fixed Interests and listen to James McCormack, Global Head of Sovereigns & Supranational Group, Fitch Ratings and Andrew Fenn...
Global Growth Booming, Banks Less Cautious
14 Mar 2018
Contributed by Lukas
The global economy is experiencing boom-like growth conditions and central banks are becoming less cautious as inflation risks rise, according to Fitc...
Eurozone Capital Expenditure Outlook
02 Feb 2018
Contributed by Lukas
The Eurozone Capital Expenditure (Capex) recovery had initially been a disappointment in the aftermath of the Eurozone crisis, lagging consumption and...
Fixed Interests: China’s growth potential will fall to 5.5%, well below India’s in next 5 years
17 Jan 2018
Contributed by Lukas
On the latest Fixed Interests, senior members of Fitch’s Economics and Sovereign teams discuss potential growth rates of the largest emerging market...
Fitch’s Global Credit Outlook: Around the World in 10 Minutes
08 Jan 2018
Contributed by Lukas
Monica Insoll, Head of Credit Market Research and Joseph Cass, Director, Investor Development, provide a 10 minute high-level overview of Fitch Rating...
Global Economic Outlook: Risks to Watch in 2018
11 Dec 2017
Contributed by Lukas
Global growth momentum remains strong and is likely to be sustained by an increasingly positive outlook for investment, says Fitch Ratings in its late...
Sovereign Rating Crises & Recoveries
16 Nov 2017
Contributed by Lukas
Analytical Chief Operating Officer Tony Stringer and Managing Director Ed Parker discuss, in our latest Fixed Interests Podcast, the lessons for count...
Global Economic Outlook: Sweet Spot for World Economy Won't Last Beyond 2018
02 Oct 2017
Contributed by Lukas
"Our forecasts imply something of a 'sweet spot' for the global economy in 2017 and 2018 with above-trend growth and still highly accommodative global...
Credit Market Insights: QE and World Growth Buoy Global Rating Outlooks
20 Sep 2017
Contributed by Lukas
Monica Insoll, Fitch Ratings' Head of Credit Market Research and Joseph Cass, Director, Business and Relationship Management, discuss the themes of Fi...
Global Economic Outlook: Strongest World Growth Expected Since 2010
20 Jun 2017
Contributed by Lukas
In our latest Global Economic Outlook James McCormack, Fitch Ratings Global Head of Sovereign Ratings and Brian Coulton, Fitch Chief Economist, discus...
Credit Market Insights: European Growth Pick-Up Boosts 2017 Issuance
14 May 2017
Contributed by Lukas
Monica Insoll, Fitch Ratings Head of Credit Market Research, talks with Michael Larsson, Director of Credit Market Research, about how European credit...
Global Economic Outlook: Is US Monetary Policy Reaching an Inflation Point?
20 Mar 2017
Contributed by Lukas
James McCormack, Fitch Ratings Global Head of Sovereigns, and Brian Coulton, Fitch Chief Economist, discuss US monetary policy and the implications of...
Credit Market Insights: Global Credit Outlook
23 Jan 2017
Contributed by Lukas
Monica Insoll, Head of Credit Market Research and Joseph Cass, Associate Director, Investor Development, provide a 10 minute high-level overview of Fi...
Credit Market Insights: European Bond Markets
13 Dec 2016
Contributed by Lukas
Monica Insoll, Fitch Ratings Head of Credit Market Research and Joseph Cass, Associate Director, Investor Development at Fitch Ratings discuss major t...
Global Economic Outlook: Changing Macro Policy Outlooks in the US and in China
04 Dec 2016
Contributed by Lukas
James McCormack, Fitch Global Head of Sovereigns and Brian Coulton, Fitch Chief Economist discuss a few of the major themes in the global economy, inc...