Global insurers face rising regulatory costs linked to structural shifts in the life sector, and to climate change and artificial intelligence (AI) as industry supervisors intensify their response to mounting risks.

The Indonesian banking sector’s recent deposit liquidity tightness is transient, reflecting the normalisation of monetary operations rather than a sign of structural liquidity shortage or distress.

In response to the severe escalation in the global trade war, Fitch has sharply lowered its 2025 forecasts by 0.4pp for world growth and by 0.5pp for China and US growth from the March edition of its Global Economic Outlook (GEO).

Thomas Rookmaaker, Head of APAC Sovereign Ratings, and Jeremy Zook, lead analyst for China, discuss China’s recent downgrade, covering key drivers including the sovereign's weakening public finances and rapidly rising public debt ratios.

In this video, our senior analyst takes stock of the key drivers impacting the Malaysia debt capital market and share their outlook for the rest of 2025. Here is Muhammad Luthfi Bagja Aulia.

Olu Sonola, Chief US Economist, and Sarah Repucci, Senior Director, Credit Commentary and Research, delve into Fitch's latest US Cross-Sector Housing Monitor, discussing the US housing outlook and risks from tariffs, labor costs and lower sentiment.

US tariffs have reached levels that are transforming the global economic outlook, significantly raising US recession risks and constraining the Fed’s ability to lower rates further. The “Liberation Day” tariff hikes sharply exceeded our expectations.

The 25% tariffs imposed on auto imports into the U.S. will raise prices and put downward pressure on demand. Credit implications for auto and parts manufacturers are broadly negative but vary by issuer.

Reforms and major cuts to federal government operations by the Department of Government Efficiency (DOGE) established under the Trump administration could have credit implications for some U.S. corporate sectors.