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.

The US and Japan intervened to support the yen for the first time in nearly 30 years, but did it fix anything? Jessica Hinds joins Fitch's Fixed Interests to explain why the yen's weakness is now a story about fiscal credibility, real yields and BOJ

Fitch experts unpack Q2's shift as global upgrades outpaced downgrades for the first time since 2024. Explore what's driving credit resilience, regional trends, and the 2026 outlook for corporates across sectors.

What does AI disruption means for service businesses. Rob Galtman and Jonathan Reid join Deborah Murnin on where risk is most immediate, why exposure is so uneven, and which structural protections matter most across 200 corporates.

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.