惠誉在最新的《全球经济展望》中上修了2026全球增长预测，并预计中国经济增速将放缓至4.1%。

Todd Martinez and Josh Grundleger discuss the US ouster of Nicolas Maduro, the revived Monroe Doctrine, and key risks for Latin America, including oil investment, debt restructuring, regional market reactions, and impacts on migration and tourism.

Recent U.S. actions in Venezuela may support oil production in the country and benefit U.S. E&P firms if they result in policy shifts that enable increased foreign participation in the sector, but this would likely require major investment and time.

Fitch Ratings’ ‘neutral’ outlook on APAC corporates reflects expectations of broadly stable key credit drivers in most sectors and markets, amid risks from geopolitics and weaker consumer demand.

Fitch Ratings’ 2026 sector outlooks for APAC banks are broadly neutral across both developed and emerging markets.

Davis Sun, Senior Director at Fitch Ratings, provides a progress report on China’s debt substitution plan and its impact on local government vehicles (LGFVs) and finances, as well as an outlook for 2026 and beyond.

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.