Fixed Interests

Fixed Interests

Author: Fitch Ratings Language: English Episodes: 100
Hosted by the analysts at Fitch Ratings, Fixed Interests cuts through the noise of the 24-hour news cycle to explain the forces shaping our financial world. Each episode is a concise, fifteen-minute briefing that connects the dots between high-level policy decisions, shifting market dynamics, and real-world economic consequences. You’ll hear clear explanations on how geopolitical events influence sovereign debt, what new regulations mean for corporate credit, and why a specific inflation report actually matters. This isn’t just headline repetition; it’s context provided by experts who parse the data for a living. Designed for professionals and the strategically curious alike, the Fixed Interests podcast translates complex subjects into actionable understanding, making it possible to stay informed without getting lost in the details. Tune in for a direct, authoritative take on the week’s most pressing business and political developments, all structured to fit into a daily commute or a short break.
Episodes
AI Capex, Monetization, and What It Means for Credit [not-audio_url] [/not-audio_url]

Duration: 22:37
AI‑driven investment in data centers, compute capacity, and supporting infrastructure continues apace, raising important questions about future monetization and credit sustainability. In this episode of Fixed Interests,…
Oil, Risk & Ratings: The Middle East Crisis Briefing [not-audio_url] [/not-audio_url]

Duration: 8:47
Richard Hunter and Duncan Innes-Ker discuss how the Middle East crisis is affecting sovereign ratings and the macro-outlook. Impacts are contained so far, and much geopolitical risk is already built into ratings and head…
Tech Shifts and Obsolescence Risks in Structured Finance [not-audio_url] [/not-audio_url]

Duration: 11:47
From unsupported EV software to AI‑driven changes in office use and logistics, tech is reshaping collateral performance. Justin Patrie, Head of Fitch Ratings Credit Commentary and Research, and Suzanne Albers, Senior Dir…
Evaluating the Credit Impacts of Youth‑Led Protests in Asia [not-audio_url] [/not-audio_url]

Duration: 11:01
Thomas Rookmaaker and Harry Hu evaluate recent youth‑led protests in several Asian countries, driven by concerns over governance, living costs and unemployment, and their implications for sovereign credit profiles and po…
2026 Global Credit Outlook: Resilience, Risks, and What to Watch [not-audio_url] [/not-audio_url]

Duration: 10:49
Justin Patrie and Sarah Repucci unpack Fitch’s Global Credit Outlook, highlighting resilient credit conditions, pressures in China and Canada, and key risks, including strain on lower‑income U.S. consumers, tariff volati…
Venezuela After Maduro: US Policy, Oil, and Regional Risks [not-audio_url] [/not-audio_url]

Duration: 13:55
Todd Martinez and Josh Grundleger discuss the US ouster of Nicolas Maduro, the revived Monroe Doctrine, and key risks for Latin America, including oil investment, debt restructuring, regional market reactions, and impact…
Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown [not-audio_url] [/not-audio_url]

Duration: 15:45
Brian Coulton and Ed Parker discuss Fitch’s Global Economic Outlook, reviewing where the world economy stands at the close of 2025 and key trends for 2026, from AI-driven investment and resilient U.S. equities to China’s…
Are Bubble Risks Emerging in Leveraged Finance? [not-audio_url] [/not-audio_url]

Duration: 10:16
Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers a…
Argentina Mid-Terms - Credit Outlook and Reform Risks [not-audio_url] [/not-audio_url]

Duration: 15:13
Shelly Shetty and Todd Martinez analyze Argentina’s mid-term elections, what Milei’s stronger legislative backing means for reforms, and the lingering risks around reserves and external liquidity.
Fiscal Challenges for Western European Sovereigns [not-audio_url] [/not-audio_url]

Duration: 10:37
James Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitc…