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: 100

Fixed Interests
Podcast Episodes
Estimating the Impact of Potential US Tariff Hikes [not-audio_url] [/not-audio_url]

Duration: 11:13
With elections in the U.S. approaching, Brian Coulton, Chief Economist, and Alex Muscatelli, Director, Economics, look into the potential impact a renewed trade war sparked by US-led tariff hikes could have on the global…
Contagion Risks from Rising Commercial Real Estate Delinquencies [not-audio_url] [/not-audio_url]

Duration: 20:14
Euan Gatfield, Head of EMEA CMBS, joins Justin Patrie, Head of Fitch Wire, to explore the current CRE environment, delving into rate cycle impacts and other factors such as e-commerce, post-Covid office space utilization…
Post-Election Economic Outlook for Turkiye [not-audio_url] [/not-audio_url]

Duration: 15:21
Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country’s 2023 economic policy changes, and the impact of rec…
Risk Headquarters 2Q24 [not-audio_url] [/not-audio_url]

Duration: 11:00
Richard Hunter, Chief Credit Officer, and Justin Patrie, Head of Fitch Wire, dive into the latest Risk Headquarters report, outlining the main risks to global credit this quarter including real estate, geopolitics, China…
Credit Views on Pakistan Post-Election [not-audio_url] [/not-audio_url]

Duration: 9:01
Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and…
The Growing World of Private Credit [not-audio_url] [/not-audio_url]

Duration: 10:00
Justin Patrie, Head of Fitch Wire, and Meghan Neenan, Head of North America NBFI, dive into the rapidly expanding private credit sector, covering the origins of the space, its growing profile following the 2008 financial…
Economic Reforms In Argentina Under Milei - The First 100 Days [not-audio_url] [/not-audio_url]

Duration: 13:29
Join Shelly Shetty, Head of Sovereign Ratings for Asia & the Americas, and Todd Martinez, Primary Argentina Analyst & Americas Co-Head, as they discuss the potential economic impacts and rating implications for Argentina…
Outlook for Chinese Credit - What to Expect in 2024 [not-audio_url] [/not-audio_url]

Duration: 12:01
Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing and the property s…
A Challenging Environment for U.S. Commercial Real Estate [not-audio_url] [/not-audio_url]

Duration: 11:07
Justin Patrie, Senior Director and Head of Fitch Wire, and Melissa Che, Senior Director, North America CMBS, explore the challenges facing U.S. commercial real estate in 2024, including refinancing issues, weakened funda…