Fixed Interests
122 episodes - English - Latest episode: 13 days ago -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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Episodes
Russia, Positive Outlook
March 07, 2019 09:31 - 10 minutes - 9.68 MBTony Stringer Managing Director, Global Sovereigns and Erich Arispe, Director, Fitch Ratings, discuss the Positive Outlook for Russia which reflects continued progress in strengthening the economic policy framework underpinned by a more flexible exchange rate, a strong commitment to inflation-targeting and a prudent fiscal strategy. This policy mix has increased the economy's resilience to shocks and helped preserve macroeconomic and financial stability despite the heightened sanctio...
Public Finances at Risk When Next Recession Strikes
February 07, 2019 14:58 - 4 minutes - 4.36 MBPublic finances in several developed markets look exposed when the next recession eventually strikes, with potential negative consequences for some sovereign ratings.
Costa Rica
February 03, 2019 18:31 - 7 minutes - 6.97 MBPersistently high fiscal deficits leading to rising debt burden and high government financing needs has led Fitch to downgrade Costa Rica. Charles Seville, Head of North America Sovereigns, and Carlos Morales, Director, Sovereigns, discuss Costa Rica in more detail, exploring the reasons behind the downgrade and how this negative outlook may be resolved.
Cracks Appearing in Global Growth Picture as 2020 Headwinds Rise
December 05, 2018 11:57 - 12 minutes - 11.3 MBTune into our latest Fixed Interest podcast with Brian Coulton, Chief Economist and Tony Stringer, COO, Global Sovereigns Group, who discuss what's in store for the global economy in 2019. For more content providing in-depth insight into credit in 2019, including reports, videos and webinars visit our dedicated Credit Outlook page https://your.fitchratings.com/outlooks-2019.html
Global Economic Outlook: World Growth Forecast Cut on US-China Trade Battle
September 21, 2018 10:36 - 10 minutes - 9.28 MBProtectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with the US-China trade battle prompting us to downgrade our 2019 global GDP forecast, says Fitch Ratings in its new Global Economic Outlook (GEO).
Global Economic Outlook: Growth Robust to Political Risks
June 13, 2018 14:59 - 10 minutes - 10.1 MBTune into the latest Fixed Interests and listen to James McCormack, Global Head of Sovereigns, and Brian Coulton, Chief Economist, discuss how global growth prospects remain robust despite rising trade tensions and political risks. Accelerating private investment, tightening labor markets, pro-cyclical US fiscal easing and accommodative monetary policy are all supporting above-trend growth in advanced economies. While China’s growth rate is holding up better than expected so far in...
Political Risk in Sovereign Ratings
May 11, 2018 09:13 - 7 minutes - 6.62 MBPolitical risk is a key determinant of sovereign creditworthiness, Ed Parker, Head of EMEA Sovereign Ratings and James McCormack, Global Head of Sovereign Ratings, say. They highlight that political and governance issues were the driving or supporting factors in a cumulative 47% of sovereign downgrades, rating crises, or defaults from 1997 to present. They point to current political events that may negatively affect ratings such as: • Activity in the Korean Peninsula • The Gulf and...
China Sovereign Update
April 09, 2018 08:26 - 15 minutes - 14.5 MBTune into the latest Fixed Interests and listen to James McCormack, Global Head of Sovereigns & Supranational Group, Fitch Ratings and Andrew Fennell, Director, Sovereigns, Fitch Ratings, discuss Fitch’s recent affirmation of China’s ‘A+’ rating. James and Andrew explore current policy settings, the growth outlook, and provide insights into the deleveraging story whilst giving Fitch’s view on whether household debt will become a credit issue.
Global Growth Booming, Banks Less Cautious
March 14, 2018 15:59 - 10 minutes - 10.1 MBThe global economy is experiencing boom-like growth conditions and central banks are becoming less cautious as inflation risks rise, according to Fitch's latest "Global Economic Outlook" (GEO). The US, eurozone and China are all likely to grow well above trend in 2018 and global economic growth is set to remain above 3% for three consecutive years until 2019, a performance not achieved since the mid 2000s.
Eurozone Capital Expenditure Outlook
February 02, 2018 14:45 - 11 minutes - 10.2 MBThe Eurozone Capital Expenditure (Capex) recovery had initially been a disappointment in the aftermath of the Eurozone crisis, lagging consumption and wider GDP. But the capex outlook is now looking a lot brighter and has been a key factor behind Fitch’s recent upgrades to its Eurozone GDP forecasts.
Fixed Interests: China’s growth potential will fall to 5.5%, well below India’s in next 5 years
January 17, 2018 17:22 - 11 minutes - 10.4 MBOn the latest Fixed Interests, senior members of Fitch’s Economics and Sovereign teams discuss potential growth rates of the largest emerging markets. Analysis highlights the importance of demographic factors and investment rates, placing India ahead of China over the next 5 years with projected GDP growth of 6.7% versus 5.5%.
Fitch’s Global Credit Outlook: Around the World in 10 Minutes
January 08, 2018 09:38 - 7 minutes - 7.13 MBMonica Insoll, Head of Credit Market Research and Joseph Cass, Director, Investor Development, provide a 10 minute high-level overview of Fitch Ratings’ Global Credit Outlook report which covers all rated sectors and regions. They identify the main macro issues that will drive credit trends over the next 12 to 24 months, focusing on what factors are most likely to drive rating changes in 2018.
Global Economic Outlook: Risks to Watch in 2018
December 11, 2017 14:29 - 11 minutes - 10.8 MBGlobal growth momentum remains strong and is likely to be sustained by an increasingly positive outlook for investment, says Fitch Ratings in its latest Global Economic Outlook (GEO).
Sovereign Rating Crises & Recoveries
November 16, 2017 09:51 - 6 minutes - 5.69 MBAnalytical Chief Operating Officer Tony Stringer and Managing Director Ed Parker discuss, in our latest Fixed Interests Podcast, the lessons for countries experiencing multiple downgrades or post-crisis upswings.
Global Economic Outlook: Sweet Spot for World Economy Won't Last Beyond 2018
October 02, 2017 15:59 - 10 minutes - 9.33 MB"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 monetary policies. However, this is not a pattern we expect to persist into 2019 and beyond as output gaps close in advanced economies and monetary policy support is withdrawn," said Brian Coulton, Fitch's Chief Economist.
Credit Market Insights: QE and World Growth Buoy Global Rating Outlooks
September 20, 2017 13:27 - 6 minutes - 4.65 MBMonica Insoll, Fitch Ratings' Head of Credit Market Research and Joseph Cass, Director, Business and Relationship Management, discuss the themes of Fitch Ratings' latest report: The Credit Outlook 3Q17 (QE and World Growth Buoy Global Rating Outlooks).
Global Economic Outlook: Strongest World Growth Expected Since 2010
June 20, 2017 16:24 - 10 minutes - 14.2 MBIn our latest Global Economic Outlook James McCormack, Fitch Ratings Global Head of Sovereign Ratings and Brian Coulton, Fitch Chief Economist, discuss growth revisions in 2017 which are, for the most part, positive. There were 12 upgrades to growth forecasts of the 20 countries examined.
Credit Market Insights: European Growth Pick-Up Boosts 2017 Issuance
May 14, 2017 00:00 - 4 minutes - 6.75 MBMonica Insoll, Fitch Ratings Head of Credit Market Research, talks with Michael Larsson, Director of Credit Market Research, about how European credit markets are being impacted by the improving economy, political risk, and ECB QE programmes.
Global Economic Outlook: Is US Monetary Policy Reaching an Inflation Point?
March 20, 2017 00:00 - 7 minutes - 6.51 MBJames McCormack, Fitch Ratings Global Head of Sovereigns, and Brian Coulton, Fitch Chief Economist, discuss US monetary policy and the implications of the Fed's recent rate hike.
Credit Market Insights: Global Credit Outlook
January 23, 2017 00:00 - 9 minutes - 13.3 MBMonica Insoll, Head of Credit Market Research and Joseph Cass, Associate Director, Investor Development, provide a 10 minute high-level overview of Fitch Ratings’ Global Credit Outlook report. They identify the main macro issues that will drive credit trends over the next 12 to 24 months, focussing on what factors are most likely to drive rating changes during 2017.
Credit Market Insights: European Bond Markets
December 13, 2016 00:00 - 5 minutes - 8.03 MBMonica Insoll, Fitch Ratings Head of Credit Market Research and Joseph Cass, Associate Director, Investor Development at Fitch Ratings discuss major themes in the European corporate and financial investment-grade and high-yield bond markets including issuance drivers and trends, the impact of QE, rating and overall credit quality trends and the outlook for 2017.
Global Economic Outlook: Changing Macro Policy Outlooks in the US and in China
December 04, 2016 00:00 - 11 minutes - 21.9 MBJames McCormack, Fitch Global Head of Sovereigns and Brian Coulton, Fitch Chief Economist discuss a few of the major themes in the global economy, including: * The Fed, the dollar and the fiscal reflation story in the United States. * European dependence on loose monetary policy. * China housing market. * Potential changes in US trade policy towards China