The Brazilian government’s new policy proposals could boost the country’s attractiveness for hyperscalers looking to establish data centers in Latin America and accelerate the development of Brazil’s nascent data center industry.

As políticas propostas pelo governo para o setor de data centers podem atrair grandes empresas de tecnologia (hyperscalers), que buscam se estabelecer na América Latina e acelerar o avanço de um setor incipiente no país.

Recent cyberattacks on U.S. insurers, U.K. retailers and an Asian airport highlight the growing threat of cyber risk across all industries and regions, but prioritizing cyber resiliency can reduce the negative credit impact of these.

NATO members’ pledge to increase defence spending to 5% of GDP by 2035 underscores how geopolitics is compounding European sovereigns’ fiscal challenges.

Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch’s mid-year Global Economic Outlook, focusing on global growth forecast updates since April and how tariffs are driving key changes to projections.

The mid-year review of Fitch’s 2025 sector and structured finance asset performance outlooks revealed a material deterioration in our expectations for key sectoral credit drivers since the beginning of 2025.

Fitch has adjusted its mid-year outlook for the port sectors in North America and EMEA to ‘deteriorating’ due to higher vulnerability to tariff-induced pressures, while APAC and Latin American port sectors maintain a ‘neutral’ outlook.

Fitch Ratings’ Global Government-Related Entities (GRE) Data Comparator shows Asian entities receive stronger government support, decision-making control, and oversight than global peers.

The credit outlook for global corporates has worsened in 2025, with 14 sectors and sub-sectors deteriorating at mid-year vs. 5 at end-2024. Justin Patrie and Carla Taylor, Head of Research for the Americas, discuss the drivers and implications.

Fitch has revised the 2025 global sovereigns outlook to ‘deteriorating’ from ‘neutral’, reflecting the increase in tariffs and policy uncertainty, which will weaken the global growth outlook and heighten the risk of more testing financing conditions.