The global credit risk environment has evolved heading into 2H26 but continues to be driven by two main sources of short-term risk: rising vulnerability to an AI-related market correction and persistent geopolitical uncertainty in the Middle East.

Let's unpack Fitch's July US and European distressed and default monitors. Brendan Hoelmer and Leonie Dackham join Terry Gallagher on why falling default rates mask rising forward-looking stress and a building default pipeline.

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 2026. Here is Muhammad Luthfi Bagja Aulia.

How will USMCA's annual review cycles impact Mexico and Canada. Todd Martinez and Josh Grundleger join Shelly Shetty to explore key pressure points, sticking points on autos, and what a good deal looks like. Part two of two.

What the USMCA's move to annual review cycles means for North America. Todd Martinez and Josh Grundleger join Shelly Shetty to unpack what changed on July 1st, Fitch's baseline scenario, and the risks ahead. Part one of two.

Digital banks are growing in EMEA emerging markets (EMs), but typically remain small challengers to traditional incumbents, as most lack economies of scale and have narrower product ranges and less diversified revenue streams than established banks.

Highlights from the 2026 Making the Grade fundraiser in London

Jeremy Zook and Ying Wang discuss China's 'new productive forces' strategy, focusing on EVs, AI, and robotics. They assess whether industrial upgrading can offset structural economic headwinds and support long-term growth.

In this short introduction to Fitch Ratings’ Future of Infrastructure Finance series, we explain what factors are reshaping the market and how Fitch Ratings is adapting its analytical approach to assess a more complex infrastructure landscape.