Fixed Interests

Shelly Shetty, Managing Director, Americas Sovereigns, and Carlos Morales, Director, Latin America Sovereigns, discuss the macroeconomic and fiscal outlook for Central America, including the region's recovery from pandemic-related disruptions.

Jan Friederich, Head of MEA Sovereigns, and Toby Iles, Lead GCC Sovereign Analyst, discuss GCC fiscal prospects amid higher oil prices, Oman’s medium term fiscal plan and the tension between fiscal consolidation and diversification in the region.

Mark Narron, Senior Director, Financial Institutions, and Kelli Bissett-Tom, Director, Americas Sovereign Ratings, talk rating implications for Canadian banks & the country's macroeconomic environment following Fitch’s 2020 sovereign rating downgrade.

Shelly Shetty, Managing Director, Americas Sovereigns, and Todd Martinez, Senior Director, Americas Sovereigns, explore the macroeconomic and political challenges ahead in Argentina and Ecuador following their respective debt restructurings in 2020.

Paul Gamble, Head of Emerging Europe Sovereigns, and Arvind Ramakrishnan, Director, discuss the rising prominence of rule of law issues in CEE and how they impact sovereign ratings.

Shelly Shetty, Managing Director, Americas Sovereigns, and Charles Seville, Co-Head of Americas Sovereign Ratings, discuss the potential economic implications of Mexico’s recent mid-term congressional elections.

Michele Napolitano, Head of Fitch’s Western Europe Sovereign Ratings, and Ed Parker, Head of EMEA Sovereign Ratings, discuss the impact of the Next Generation EU Fund on EU growth prospects and public finances.

Elevated debt levels in the wake of COVID-19 have exposed borrowers to global interest rate risks. Join Tony Stringer, Chief Operating Officer, Sovereigns and Brian Coulton, Chief Economist, as they discuss the outlook for US inflation, bond yields and the Fed.

How will China’s 14th Five-Year Plan impact its medium-term growth prospects? Will the Chinese yuan soon challenge the US dollar as one of the world’s leading global currencies? These are among the topics we will discuss on “China Perspectives,” a new Fitch Ratings podcast hosted by the firm’s lead sovereign analyst for China, Andrew Fennell. China Perspectives will feature candid discussions on the economic and credit developments most impacting China with experts from both within and outside of Fitch Ratings.As the first international credit rating agency to set up an office in in China in 1997, Fitch has unparalleled experience and market share in the region, with 21 active offices across the Asia-Pacific region. Subscribe to the new Fitch China Perspectives podcast, and stay tuned for our inaugural episode on the current state of onshore bond defaults, out this April on your podcast app. 

Ed Parker, Head of Fitch’s EMEA Sovereign Ratings, and Tony Stringer, a Managing Director in the Sovereigns Group, discuss the risks facing emerging and frontier markets from Fed tapering its quantitative easing programme and rising US bond yields.

Shelly Shetty, Managing Director, Americas Sovereigns, and Richard Francis, Senior Director & Primary Analyst on Colombia, discuss Colombia’s economy, the recently unveiled tax reform, and key factors to resolve the country’s negative outlook.

Paul Gamble, Head of Emerging Europe Sovereigns and Douglas Winslow, Director, discuss Fitch’s the revision of the Outlook on Turkey’s ratings to Stable from Negative and the recent evolution of economic policy.

Jan Friederich, Head of Middle East & Africa Sovereigns and Krisjanis Krustins, Director covering GCC sovereign ratings, discuss GCC ratings in light of higher oil prices, political developments and reform announcements.

In this podcast, Shelly Shetty, Managing Director in the Sovereigns group, and Charles Seville, Senior Director in the Sovereign group, discuss what the Biden administration means for U.S. economic policy and the U.S. sovereign rating outlook.

Cote d’Ivoire recently became the first Sub-Saharan African sovereign to access international markets since the start of the pandemic crisis. Jan Friederich, Head of Middle East & Africa Sovereign Ratings, and James McCormack, Global Head of Sovereigns, discuss SSA’s growth prospects for 2021 and the financing pressures in the region.

In the latest Fixed Interests, Shelly Shetty, Managing Director of Sovereigns, and Todd Martinez, Director of Sovereigns, discuss the future economic prospects and challenges in Argentina and Ecuador following their respective debt restructurings in September. They compare and contrast the two restructurings and examine Fitch’s upgrade of Argentina’s ratings to CCC and Ecuador to B- with stable outlook, and the risk factors to monitor in these countries in 2021.

Jan Friederich, Head of Middle East & Africa Sovereign Rating, and Mahmoud Harb, Director, discuss the rationale for the recent downgrade of Morocco’s ratings to BB+ with Stable Outlook, the pandemic impact and prospects for the country.

Amidst the global pandemic, Korea is outperforming its peers as a result of virus containment and rebounding exports. Stephen Schwartz and Jeremy Zook of APAC Sovereign Ratings discuss Korea’s economic and trade outlook, policies, and key risks.

In this latest podcast, Shelly Shetty, Managing Director of Sovereigns, and Carlos Morales, Director of Latin America Sovereigns, discuss sovereign trends in Central America. They delve into the challenges Central America are facing including fiscal pressures, headwinds from the U.S. and the global recession, spread of the coronavirus, downgrades and Negative outlooks ratings, and more. Find out which countries can be more resilient and what’s ahead for the region.

Paul Gamble, Head of Emerging Europe Sovereign Ratings, and Douglas Winslow, Director and lead analyst for Turkey, discuss Fitch’s recent revision of the Outlook on Turkey’s sovereign rating to Negative from Stable.