2026
Jul 07
Video
Deteriorating Outlook on GCC Banks
Analysis of Global Trends from the Bank GXO
Fitch's Cynthia Chan & Christian Scarafia reveal why bank forecasts refuse to crack, from higher-for-longer rates to leaner operations. And the surprise standouts? Italy and Switzerland are pulling ahead. Listen now.
Jun 30
The Fed Reset, Part 2: Markets Recalibrate
In part two, host Aymeric Poizot and Fitch Chief Economist Brian Coulton unpack the market fallout from the latest FOMC meeting Treasury curve moves, a higher term premium, and the credit implications of a "higher for longer" environment.
The Fed Reset, Part 1: A New Chair, A New Tone
In part one of The Fed Reset, Aymeric Poizot and Chief Economist Brian Coulton examine what Kevin Warsh's arrival as Fed Chair means for policy, markets, inflation credibility, the latest rate decision, and the outlook for Treasury yields.
Jun 25
Rating Criteria Synopsis - Structured Finance and Covered Bonds Counterparty Rating Criteria
This synopsis summarizes the key elements of Fitch Ratings’ Structured Finance and Covered Bonds Counterparty Rating Criteria, which provides the basic foundation for our ratings.
Jun 26
APAC Credit Outlooks Weakening Further at Mid-Year 2026
Uncertainties surrounding the Iran conflict, higher energy costs, weaker growth prospects and delayed rate cuts are widening credit risks across Asia Pacific (APAC), although the pace and transmission of stress vary by sector and market.
Inflation, Interest Rate Headwinds Weigh on Midyear US Credit Outlooks
A more challenging and increasingly bifurcated backdrop for U.S. credits is reflected in Fitch’s midyear update to 2026 sector and asset performance outlooks, with downward sector revisions to ‘deteriorating’ outnumbering upward revisions.
Jun 18
Global Economic Outlook - Oil Shock Drives Growth and Inflation Revisions
Ed Parker and Charles Seville outline Fitch’s updated Global Economic Outlook, covering how the impact of the US‑Iran war and resulting oil shock are driving growth and inflation forecast revisions, along with the impact of ongoing AI investment.
Jun 22
US Housing Economy Contracts as Affordability, Builder Pressures Persist
The U.S. housing economy is contracting, with high mortgage rates, softer hiring, weaker demand, tariff-related input cost hikes and the oil price shock reinforcing pressures across construction, sales, affordability and mortgage performance.
Jun 16
Fitch Revised Global Shipping Outlook to Neutral on War-Led Rate Surge
Fitch has revised its 2026 outlook for the global shipping sector to 'neutral' from 'deteriorating', reflecting a war-driven increase in demand for alternative suppliers and routes, primarily for oil and oil products.
