James Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitch’s deficit outlook.

In this video, our senior analyst reviews the key drivers impacting the global sukuk market and share their outlook for the rest of 2025 and 2026. Here is Muhammad Luthfi Bagja Aulia.

Susanne Matern, Head of EMEA Structured Finance, and Kate Lin, Senior Director, EMEA Structured Credit, discuss CLO market trends, investor demand, credit profiles, and regulatory updates impacting European CLOs and structured credit in 2025.

四川省作为中国西部的经济大省，具有举足轻重的战略重要性。惠誉评级预计，该省庞大的人口基数和均衡发展的目标将持续催生投资需求。与此同时，地方政府专项债等长期资金的注入和城投公司加速转型，将为新阶段可持续增长夯实基础。

Justin Patrie, Head of Credit Commentary & Research, and Sarah Repucci, Senior Director, Credit Commentary & Research, discuss emerging challenges for the AI-fueled US data center boom, covering investment, rising costs, impact on utilities and more.

A sharp pullback in artificial intelligence (AI) infrastructure spending could lead to significant revenue declines for technology hardware issuers, with rating headroom shrinking and in certain cases disappearing.

A shock to the financial system that impacts the private credit sector could reveal the extent to which it has moved from a niche product for sophisticated investors to an increasingly relevant component of the global capital market.

Hélène Heberlein, Managing Director, and Cosme de Montpellier, Senior Director, from Fitch Ratings' Covered Bonds Analytical team, discuss covered bond trends, sovereign rating impacts, and Fitch’s updated covered bond rating criteria.

Susanne Matern, Varun Sugathen, and Daniel York discuss 2025 EMEA CMBS market trends, including sector outlooks for office, retail, and industrial, as well as the impact of investor demand and technological change on data centers.