HeyJaredFixed Interests
From global macroeconomic trends to impacts on the credit markets to regulatory and political changes, Fixed Interests delivers your economic update in 15 minutes or less.
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- Indexed episodes, last 90 days
- 26
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Media & AI: Who's Protected, Who's Exposed? (opens the original)
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Fitch's Deborah Murnin and Wunmi Adekanmbi explore how AI may impact media subsectors. While AI isn't expected to drive negative rating actions near term, it adds uncertainty.
EMEA Financial Guarantors Key Rating Considerations (opens the original)
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Fixed Interests examines Fitch's approach to rating financial guarantors in EMEA. Sabine Bauer and Inal Kishmariya discuss this niche insurance sector and key rating drivers: diversification, governance, capital adequacy and shareholder support.
Macro impacts of a potential AI equity and CapEx correction (opens the original)
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Alex Muscatelli from Fitch Ratings joins Aymeric Poizot to unpack a risk scenario on a major AI equity and CapEx correction: 35% share price plunge, US recession, global stagnation, and rate cuts. Not Fitch's base case, but a key risk worth watching.
Up in the Air: EMEA Airlines Confronting Higher Fuel Prices (opens the original)
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Explore how the Middle East crisis and rising jet fuel prices are hitting EMEA airlines. Fitch analyst Raman Singla joins Andrei Sandu to discuss Q2 profit declines, why low-cost carriers face greater risk, and the outlook if the conflict drags on.
Long-Dated Yields and the Fiscal Squeeze on Sovereigns (opens the original)
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With long-dated yields at multi-decade highs across major markets, Fitch's Ed Parker examines the fiscal, inflation and supply forces at play, and which sovereigns face the greatest rating risk as debt burdens climb and refinancing costs rise.
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