Fitch's Terry Gallagher, Josh Clark, and John Kempf examine the gaming, leisure, lodging, and restaurant sector. They discuss sector bankruptcies, maturity, alternative financing, favorable demographics, and strong first-lien creditor recoveries.

Kevin Kendra, Managing Director, and Ryan O’Loughlin, Senior Director, discuss alternative credit scores, implications for private-label RMBS, modeling challenges, lender choice, disclosure, and Fitch’s evolving approach.

Fitch's Sovereign team explores Argentina's turning point. Following its upgrade to 'B-', analysts Shelly Shetty and Chris Dychala discuss the Milei administration's fiscal and reform gains, vulnerabilities, and what to watch ahead of 2027 elections.

Global Islamic syndications will grow moderately in 2H26 and remain a key funding source concentrated in Saudi Arabia, the UAE, Egypt and Turkiye, as syndications could offer benefits compared with sukuk and bonds amid Iran war volatilities.

科技创新债券为合资格公共政策型企业拓宽了融资渠道，从而为其转型铺路，但全行业转型尚未到来。而参与契合国家和地方重点方向的科创投资，正为这类企业拓展出新的战略角色。

Christian Scarafia and Robert Mazzuoli unpack the European Commission's July push to boost EU banking competitiveness, exploring cross-border consolidation, capital fungibility, Basel III lending reforms, deposit protection changes, and key omissions

Fitch's Olu Sonola joins Rachel Willis Gutierrez to unpack the US Consumer Health Pulse. Despite slowing spending, energy-driven inflation, and flat real income, consumers remain resilient buoyed by strong balance sheets and a solid labor market.

Recent changes to U.S. immigration policy governing F-1 student visas could decrease enrollment and increase revenue risks for some U.S. colleges and universities, particularly institutions with significant reliance on international students.

Credit metrics should hold steady for rated Indian corporates in FY27, as faster revenue growth offsets cost pressures and weaker EBITDA margins in some sectors.