Join RMBS heads Kevin Kendra, Alessandro Pighi, and Ben McCarthy as they discuss the Global Housing and Mortgage Outlook for 2026, covering home price growth, performance risks, and key market trends.

The ‘neutral’ 2026 outlook for global sovereigns reflects broadly flat world GDP growth, reduced uncertainty over US tariffs and lower policy rates. But structural shifts in trade, technology, geopolitics and financial markets represent risks.

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.

中国五家全球系统重要性银行（G-SIBs）预计将于2028年1月前满足最低总损失吸收能力（TLAC）要求。

China’s five global systemically important banks (G-SIBs) are set to meet the minimum total loss-absorbing capacity (TLAC) requirements by January 2028.

Political flare-ups will remain a credit risk for some APAC emerging market sovereigns in 2026, following significant unrest this year in Indonesia, the Maldives, Mongolia, Nepal and the Philippines.

Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.

日产汽车首席执行官Ivan Espinosa与惠誉全球业务关系发展负责人Mark Oline畅谈领导力、如何应对关税与行业周期、Re:Nissan计划、电动汽车战略、中国市场布局，以及人工智能在日产设计与开发中的应用。

The rapid growth of private letter ratings (PLRs) raises risks for U.S. life insurers as it coincides with the industry’s move toward more complex, opaque investments untested by a macroeconomic downturn.

Canada’s (AA+/Stable) budget underscores the erosion of the federal government’s finances, with persistent fiscal expansion and a rising debt burden weaking its credit profile.