Fixed Interests
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 20:57:15
- More information
Informações:
Synopsis
From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 10 minutes or less.
Episodes
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Risk Headquarters 2Q24
08/05/2024 Duration: 11minRichard Hunter, Chief Credit Officer, and Justin Patrie, Head of Fitch Wire, dive into the latest Risk Headquarters report, outlining the main risks to global credit this quarter including real estate, geopolitics, China macroeconomics, and more.
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Credit Views on Pakistan Post-Election
23/04/2024 Duration: 09minThomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and funding prospects.
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The Growing World of Private Credit
09/04/2024 Duration: 10minJustin Patrie, Head of Fitch Wire, and Meghan Neenan, Head of North America NBFI, dive into the rapidly expanding private credit sector, covering the origins of the space, its growing profile following the 2008 financial crisis and more.
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Economic Reforms In Argentina Under Milei - The First 100 Days
29/03/2024 Duration: 13minJoin Shelly Shetty, Head of Sovereign Ratings for Asia & the Americas, and Todd Martinez, Primary Argentina Analyst & Americas Co-Head, as they discuss the potential economic impacts and rating implications for Argentina under President Milei.
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Outlook for Chinese Credit - What to Expect in 2024
19/03/2024 Duration: 12minJustin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing and the property sector, among other topics.
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Geopolitical Tensions and Economic Risks in the Middle East and North Africa
08/03/2024 Duration: 08minToby Iles, Head of MEA Sovereigns, joins Head of EMEA Sovereigns Jan Friederich to break down the economic and rating implications of geopolitical risks in the Middle East and North Africa.
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A Challenging Environment for U.S. Commercial Real Estate
26/02/2024 Duration: 11minJustin Patrie, Senior Director and Head of Fitch Wire, and Melissa Che, Senior Director, North America CMBS, explore the challenges facing U.S. commercial real estate in 2024, including refinancing issues, weakened fundamentals and more.
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2024 Global Credit Outlook - Key Themes and What to Expect
02/02/2024 Duration: 12minRichard Hunter, Chief Credit Officer, and Justin Patrie, Senior Director, discuss the key themes of Fitch’s recent 2024 Global Outlook report, including sustained elevated interest rates, asset quality deterioration, a US growth slowdown, and more.
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Opportunities for Supply Chain Diversification In Emerging Markets
24/01/2024 Duration: 14minFitch sovereign analysts Shelly Shetty, Managing Director, Todd Martinez, Senior Director, and Jeremy Zook, Director, discuss the impact of supply chain diversification trends such as nearshoring/friendshoring on emerging markets.
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Global Economic Outlook - High Rates and Slowing Growth
18/12/2023 Duration: 12minBrian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch's Global Economic Outlook for 2024, including stagnation in the Eurozone, property market concerns in China, and slowing growth in the US
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Fiscal Developments in Western Europe
07/12/2023 Duration: 12minFederico Barriga Salazar, Head of Western European Sovereigns, and Greg Kiss, Sovereigns Director, discuss how underlying fiscal trends in Western Europe have become more challenging in 2023, and divergent debt dynamics among the regions' economies.
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Assessing Common Framework Debt Restructuring
15/11/2023 Duration: 11minHead 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.
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Outlook on APAC Frontier Markets
02/11/2023 Duration: 13minAPAC 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.
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US Sovereign Rating and Outlook Going Forward
04/10/2023 Duration: 09minShelly 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.
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China's slowdown and sovereign risks
22/09/2023 Duration: 10minAs 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.
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Nigeria - Policy Settings Under the New Government
18/09/2023 Duration: 11minToby 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.
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Japan’s monetary policy: shifting gears or doubling down?
24/07/2023 Duration: 09minWill 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.
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How Sustainable are Egypt's External Finances
18/07/2023 Duration: 11minIn 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.
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Global Economic Outlook – Central Bank Inflation Fight Continues
26/06/2023 Duration: 14minIn 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.