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.

Margaret Rowe, Managing Director and Yury Issaev, Director review Fitch’s proposed Oil & Gas Securitization Rating Criteria, including increased transparency in analytical approach and scope expansion into midstream assets.

Why did post-pandemic inflation last so long? Fitch's Chief Economist Brian Coulton reveals how corporate margins, not wages, fueled persistence, and assesses the risk of a repeat after the 2026 oil shock, with key implications for the Fed and ECB.

Fitch analysts examine how a developing El Niño could impact corporate credit risk across Asia Pacific. We explore Vietnam's hydropower vulnerability, resilience in India and China, and why palm oil producers may face a mixed credit outlook.

Fitch's Deb Murnin and Chelsea Richardson discuss the growing use of off-balance-sheet JVs and finance companies among BDCs, exploring the drivers, leverage impacts, portfolio risk profiles, and potential rating implications for Fitch-rated BDCs.