In part one of The Fed Reset, Aymeric Poizot and Chief Economist Brian Coulton examine what Kevin Warsh's arrival as Fed Chair means for policy, markets, inflation credibility, the latest rate decision, and the outlook for Treasury yields.

This synopsis summarizes the key elements of Fitch Ratings’ Structured Finance and Covered Bonds Counterparty Rating Criteria, which provides the basic foundation for our ratings.

Uncertainties surrounding the Iran conflict, higher energy costs, weaker growth prospects and delayed rate cuts are widening credit risks across Asia Pacific (APAC), although the pace and transmission of stress vary by sector and market.

A more challenging and increasingly bifurcated backdrop for U.S. credits is reflected in Fitch’s midyear update to 2026 sector and asset performance outlooks, with downward sector revisions to ‘deteriorating’ outnumbering upward revisions.

Ed Parker and Charles Seville outline Fitch’s updated Global Economic Outlook, covering how the impact of the US‑Iran war and resulting oil shock are driving growth and inflation forecast revisions, along with the impact of ongoing AI investment.

The U.S. housing economy is contracting, with high mortgage rates, softer hiring, weaker demand, tariff-related input cost hikes and the oil price shock reinforcing pressures across construction, sales, affordability and mortgage performance.

Fitch has revised its 2026 outlook for the global shipping sector to 'neutral' from 'deteriorating', reflecting a war-driven increase in demand for alternative suppliers and routes, primarily for oil and oil products.

This video explains how Fitch Ratings assigns Issuer Default Ratings (IDRs) to issuers and ratings to different classes of debt obligations issued by insurers and reinsurers. Part 2 of 2.

This video provides an overview of Fitch’s insurance rating framework and how we assign Insurer Financial Strength (IFS) ratings to insurers and reinsurers, including key rating drivers. Part 1 of 2.