2024
Oct 10
Video
SF Conversations - North America Structured Credit
Outlook on Emerging Market Economies
Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, explore challenges and opportunities for emerging market economies, including recent rate cuts, weaker demand in China, and post-election policy changes in the US.
Oct 03
SF Conversations - North America RMBS
RMBS Analysts Kevin Kendra, Susan Hosterman, and Ryan O'Loughlin discuss key trends in the RMBS market, including piggyback seconds and the impact of rate cuts. Essential insights for market enthusiasts.
US State Budgets Poised for Slower Growth After Fed Rate Cuts
U.S. states are settling into a new normal of slower revenue growth after the Fed’s first rate cut in four years. States are adjusting spending to this lower trend, having enhanced budgets during a period of higher state and federal revenues.
Oct 02
Unemployment Trends & Consumer ABS
Join ABS experts Ian Rasmussen, Harry Kohl and Mike Girard as they walk through Fitch’s latest unemployment expectations for 2025 and what to watch in consumer ABS.
Recent Trends in China’s Banking Sector
Elaine Xu, Director in Fitch’s Financial Institutions team, provides an update on how Chinese banks are managing the challenges from economic headwinds, the property correction, and LGFV debt renegotiations.
Economic Policy Expectations for India
Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India’s sovereign rating, and what to expect from the country’s economic policy following the election of Narendra Modi to his third term as prime minister.
Sep 30
SF Conversations - North America ABS
Ian Rasmussen, Harry Kohl, and Mike Girard from the ABS Analytical team discuss 2024 trends in the ABS market, including consumer credit performance, unemployment impacts, and subprime auto sector challenges.
Sep 27
惠誉聚焦中国 - 监管机构和险企共同应对运营挑战
在监管机构采取措施支持保险公司维持稳健财务状况的同时,中国险企将继续优化产品结构,提高经营效率,加强风险管理和分销能力,以应对当前的经营挑战。
Sep 25
AI Boom, Infra Spending is Credit Positive for US Technology Companies
Robust artificial intelligence (AI) infrastructure spending is positive for IT hardware and semiconductor manufacturers’ credit profiles, but sustained expenditures near current levels may lead to excess capacity in the near term.