Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown

Global Economic Outlook - AI-Related Capital Spending Cushions Slowdown

Author: Fitch Ratings December 15, 2025 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 sharp investment slowdown.


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: 168

Fixed Interests
Podcast Episodes
Global Economic Outlook: Strongest World Growth Expected Since 2010 [not-audio_url] [/not-audio_url]

Duration: 10:20
In 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. The…
Credit Market Insights: European Growth Pick-Up Boosts 2017 Issuance [not-audio_url] [/not-audio_url]

Duration: 4:54
Monica 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,…
Credit Market Insights: Global Credit Outlook [not-audio_url] [/not-audio_url]

Duration: 9:41
Monica 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 macr…
Credit Market Insights: European Bond Markets [not-audio_url] [/not-audio_url]

Duration: 5:50
Monica 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 hig…