Emerging Markets in 2025 - Resilience Amid Global Headwinds

Emerging Markets in 2025 - Resilience Amid Global Headwinds

Author: Fitch Ratings August 27, 2025 Duration: 12:17

Justin Patrie and Duncan Innes-Ker discuss how emerging market credits are faring this year amid slower global growth, geopolitical risks, and shifting U.S. policy - highlighting ratings resilience and modest positive momentum.


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.
Author: Language: English Episodes: 50

Fixed Interests
Podcast Episodes
El Niño Part 1: Impact on Emerging Market Sovereign Credit [not-audio_url] [/not-audio_url]

Duration: 4:43
Rachel Willis Gutierrez and Duncan Innes-Ker discuss how El Niño acts as a risk amplifier for weaker sovereigns, intensifying pressures on growth, inflation, public finances, and trade. Listen now to this episode.
Deteriorating Outlook on GCC banks [not-audio_url] [/not-audio_url]

Duration: 4:50
Sabin Saveluc and Redmond Ramsdale explore the resilience of GCC banks amid the US-Iran conflict and ceasefire, discussing sector outlook, rating actions, asset quality, funding, liquidity, and sovereign support packages…
Analysis of Latest Trends from the Global Bank Forecast Monitor [not-audio_url] [/not-audio_url]

Duration: 5:06
Fitch's Cynthia Chan & Christian Scarafia reveal why bank forecasts refuse to crack, from higher-for-longer rates to leaner operations. And the surprise standouts? Italy and Switzerland are pulling ahead. Listen now.
The Fed Reset, Part 2: Markets Recalibrate [not-audio_url] [/not-audio_url]

Duration: 5:10
In the second part of their conversation, host Aymeric Poizot and Fitch Chief Economist Brian Coulton turn to the market fallout from the latest FOMC meeting and what the Fed's reset means over the longer term.They unpac…
The Fed Reset, Part 1: A New Chair, A New Tone [not-audio_url] [/not-audio_url]

Duration: 5:52
Aymeric Poizot, Global Head of Investor Development at Fitch Ratings, is joined by Chief Economist Brian Coulton to examine what Kevin Warsh's arrival as Fed Chair means for monetary policy and markets.They explore Warsh…