Castuner

Fixed Interests

Fitch Ratings

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.

Lyssna i din app

Avsnitt

210 avsnitt

  1. AI & Financial Institutions - Asset Risk 6:10
  2. The Future of Infrastructure Finance Between Project and Corporate: Rating Hybrid Infrastructure Credits 6:25
  3. AI & Financial Institutions - Business Disruption Risk 6:28
  4. China Property Market Update 5:44
  5. Project Finance for Corporates: Rating implications of new structures 7:34
  6. Leveraged Finance Demand Supportive Despite Bond Price Volatility 6:10
  7. Japanese Fixed Income Allocation: Evolution, Not Revolution 4:35
  8. Brazil's Political Shift to the Right 7:00
  9. Macro Pressure Drives Recent TMT Bankruptcies – Bankruptcy EVs & Creditor Recovery Series 4:59
  10. UK Potential Growth 4:37
  11. Life Insurers’ Affiliated Investments 6:07
  12. APAC Financial Institutions’ Exposure to Private Credit 5:54
  13. Monte Carlo Takeaways 4:42
  14. US vs. European Banks: Profitability Trends and the RWA Density Gap 5:01
  15. Media & AI: Who's Protected, Who's Exposed? 4:40
  16. EMEA Financial Guarantors Key Rating Considerations 5:45
  17. Macro impacts of a potential AI equity and CapEx correction 7:19
  18. Up in the Air: EMEA Airlines Confronting Higher Fuel Prices 3:56
  19. Long-Dated Yields and the Fiscal Squeeze on Sovereigns 6:25
  20. U.S. and EMEA Corporate Distressed & Default Monitor 4:41
  21. The Connective Tissue: How Ratings Drive Global Capital 4:54
  22. Three Paths, One Goal: Meeting the Infrastructure Challenge 4:44
  23. Bankruptcy EVs & Creditor Recoveries Series: U.S. Gaming & Restaurants 4:48
  24. Is Argentina Finally Turning the Corner? 5:49
  25. EU Bank Reform: A Push to Unlock Cross-Border Growth 5:02
  26. Fitch's U.S. Consumer Health Pulse 5:22
  27. Japan Reflation and the Yen Reset 5:11
  28. Resilience, Risk and Ratings Momentum in Global Corporate Credit 5:39
  29. Navigating AI's Impact on Service Businesses 5:23
  30. Inside Fitch's U.S. and EMEA Distressed and Default Monitor — July 2026 5:30
  31. Implications of USMCA Annual Reviews for Mexico and Canada - Part 2 4:49
  32. Implications of USMCA Annual Reviews for Mexico and Canada - Part 1 4:41
  33. El Niño Part 3: Credit Implications for Hydropower and Palm Oil Sectors in Asia Pacific 4:33
  34. Oil Shocks and Inflation Persistence – The Risk from Price Mark-Ups 5:03
  35. Business Development Companies and the Rise of Balance Sheet Financing Vehicles 4:27
  36. El Niño Part 2 - Credit Impact on Latin American Energy, Power, & Utilities 4:13
  37. Innovation In Credit: New Structures, New Opportunities for Debt Investors 5:50
  38. El Niño Part 1: Impact on Emerging Market Sovereign Credit 4:43
  39. Deteriorating Outlook on GCC banks 4:50
  40. Analysis of Latest Trends from the Global Bank Forecast Monitor 5:06
  41. The Fed Reset, Part 2: Markets Recalibrate 5:10
  42. The Fed Reset, Part 1: A New Chair, A New Tone 5:52
  43. Global Economic Outlook - Oil Shock Drives Growth and Inflation Revisions 13:56
  44. Mixed Signals for Canada's Energy Economy 14:36
  45. Hungary’s New Government: Policy Priorities and Challenges 14:20
  46. AI Capex, Monetization, and What It Means for Credit 22:37
  47. Oil, Risk & Ratings: The Middle East Crisis Briefing 8:47
  48. Tech Shifts and Obsolescence Risks in Structured Finance 11:47
  49. Evaluating the Credit Impacts of Youth‑Led Protests in Asia 11:01
  50. 2026 Global Credit Outlook: Resilience, Risks, and What to Watch 10:49