Fixed Interests

Feb 10 2025 140 ep. 10 mins 20

Fixed Interests Podcast artwork

From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 15 minutes or less.

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Private Credit - 2024 Trends, 2025 Expectations

Feb 10 2025 11 mins

Join Justin Patrie, Head of Credit Commentary & Research, and Meghan Neenan, Head of North America NBFI, as they review 2024's private credit trends, including the growth of asset-based finance, and discuss outlooks on the sector for 2025.

Trump Agenda and Outlook for US Fiscal Policy and Debt Trajectory

Jan 27 2025 16 mins

Shelly Shetty, Managing Director, Americas Sovereigns and Richard Francis, Senior Director, Sovereigns, look into the impact new Trump administration policies, including tariffs and tax cuts, may have on US public finances and its sovereign rating.

Global Credit Outlook 2025

Jan 16 2025 8 mins

David Prowse and Justin Patrie discuss the key points in Fitch's 2025 Global Credit Outlook report, including positive drivers for the market such as falling interest rates, and negative drivers including escalating geopolitical risks.

Global Economic Outlook – Global Growth Stable as Forecasts for Major Economies Shift

Dec 12 2024 17 mins

Tariff uncertainty in the US, deflation pressures in China, and political instability in France and Germany are driving forecast changes for 2025. Join Brian Coulton and Ed Parker as they cover these and other developments detailed in Fitch's new Global Economic Outlook report.

US Election Impact - Tariffs, Credit Risks, and Market Reactions

Dec 02 2024 9 mins

Richard Francis, David Prowse, and Justin Patrie discuss the implications of the recent US election, including potential impacts on the US budget, sovereign credit profile, and the macroeconomic effects of new tariffs on global markets.

Public Finances and CEE Sovereign Ratings

Nov 14 2024 14 mins

Erich Arispe, Head of Emerging Europe (EE) Sovereigns, and Malgorzata Krzywicka, Associate Director EE Sovereigns, discuss Central and Eastern Europe’s current state of public finances and the region’s fiscal consolidation prospects and challenges.

US Banks - 2024 Trends, 2025 Expectations

Nov 05 2024 12 mins

Christopher Wolfe, Managing Director for North America Banks, and Justin Patrie, Head of Fitch Wire, look back at US banks’ performance and rating trends in 2024 and discuss expectations for 2025, including potential post-election policy changes.

Common Framework Restructurings - Progress and Challenges

Oct 29 2024 17 mins

Explore the latest developments in Common Framework debt restructurings for Ethiopia, Zambia, and Ghana and the impacts of new IMF policies with Paul Gamble, Head of MEA Sovereign ratings, and Thomas Garreau, Associate Director, MEA Sovereigns.

Outlook on Emerging Market Economies

Oct 10 2024 7 mins

Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, explore challenges and opportunities for emerging market economies, including recent rate cuts, weaker demand in China, and post-election policy changes in the US.

Economic Policy Expectations for India

Oct 01 2024 14 mins

Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India’s sovereign rating, and what to expect from the country’s economic policy following the election of Narendra Modi to his third term as prime minister.