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184 episodios

Resilience, Risk and Ratings Momentum in Global Corporate Credit
12/08/2026 | 5 min
Fitch experts unpack Q2's shift as global upgrades outpaced downgrades for the first time since 2024. Explore what's driving credit resilience, regional trends, and the 2026 outlook for corporates across sectors.
Navigating AI's Impact on Service Businesses
05/08/2026 | 5 min
What does AI disruption means for service businesses. Rob Galtman and Jonathan Reid join Deborah Murnin on where risk is most immediate, why exposure is so uneven, and which structural protections matter most across 200 corporates.
Inside Fitch's U.S. and EMEA Distressed and Default Monitor — July 2026
04/08/2026 | 5 min
Let's unpack Fitch's July US and European distressed and default monitors. Brendan Hoelmer and Leonie Dackham join Terry Gallagher on why falling default rates mask rising forward-looking stress and a building default pipeline.
Implications of USMCA Annual Reviews for Mexico and Canada - Part 2
03/08/2026 | 4 min
How will USMCA's annual review cycles impact Mexico and Canada. Todd Martinez and Josh Grundleger join Shelly Shetty to explore key pressure points, sticking points on autos, and what a good deal looks like. Part two of two.
Implications of USMCA Annual Reviews for Mexico and Canada - Part 1
31/07/2026 | 4 min
What the USMCA's move to annual review cycles means for North America. Todd Martinez and Josh Grundleger join Shelly Shetty to unpack what changed on July 1st, Fitch's baseline scenario, and the risks ahead. Part one of two.

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From Fitch Ratings, Fixed Interests unpacks the credit stories driving global markets. Join us for sharp, jargon-free conversations on macroeconomics, sovereigns, corporates, infrastructure, financial institutions, and emerging markets, giving you the context behind the credit trends that matter most.

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