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محتوای ارائه شده توسط Fixed Interests and Fitch Ratings. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Fixed Interests and Fitch Ratings یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Assessing Common Framework Debt Restructuring
Manage episode 383873646 series 1466694
محتوای ارائه شده توسط Fixed Interests and Fitch Ratings. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Fixed Interests and Fitch Ratings یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Head of EMEA Sovereigns Jan Friederich is joined by MEA Associate Director Thomas Garreau to discuss the functioning of sovereign restructurings under the G20 Common Framework and cases of its application.
145 قسمت
Manage episode 383873646 series 1466694
محتوای ارائه شده توسط Fixed Interests and Fitch Ratings. تمام محتوای پادکست شامل قسمتها، گرافیکها و توضیحات پادکست مستقیماً توسط Fixed Interests and Fitch Ratings یا شریک پلتفرم پادکست آنها آپلود و ارائه میشوند. اگر فکر میکنید شخصی بدون اجازه شما از اثر دارای حق نسخهبرداری شما استفاده میکند، میتوانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Head of EMEA Sovereigns Jan Friederich is joined by MEA Associate Director Thomas Garreau to discuss the functioning of sovereign restructurings under the G20 Common Framework and cases of its application.
145 قسمت
همه قسمت ها
×Explore the impact of US tariffs on European sovereigns with Jan Friederich, Head of EMEA Sovereigns, and Federico Barriga Salazar, Head of Western European Sovereigns, as they discuss strategic responses and fiscal implications for Europe.
Thomas Rookmaaker, Head of APAC Sovereign Ratings, and Jeremy Zook, lead analyst for China, discuss China’s recent downgrade, covering key drivers including the sovereign's weakening public finances and rapidly rising public debt ratios.
Olu Sonola, Chief US Economist, and Sarah Repucci, Senior Director, Credit Commentary and Research, delve into Fitch's latest US Cross-Sector Housing Monitor, discussing the US housing outlook and risks from tariffs, labor costs and lower sentiment.
David Prowse and Justin Patrie discuss the key points in Fitch's 1Q25 Risk Headquarters report, covering how the credit risk environment has evolved since the start of the year in response to inflation, new Trump administration policies, and more.
Join Thomas Rookmaaker and Jeremy Zook from the APAC Sovereigns team as they explore India's 2025 budget, its path for debt reduction, economic outlook, and implications for the sovereign rating amid global uncertainties.
Join Justin Patrie, Head of Credit Commentary & Research, and Meghan Neenan, Head of North America NBFI, as they review 2024's private credit trends, including the growth of asset-based finance, and discuss outlooks on the sector for 2025.
Shelly Shetty, Managing Director, Americas Sovereigns and Richard Francis, Senior Director, Sovereigns, look into the impact new Trump administration policies, including tariffs and tax cuts, may have on US public finances and its sovereign rating.
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Fixed Interests

David Prowse and Justin Patrie discuss the key points in Fitch's 2025 Global Credit Outlook report, including positive drivers for the market such as falling interest rates, and negative drivers including escalating geopolitical risks.
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Fixed Interests

Tariff uncertainty in the US, deflation pressures in China, and political instability in France and Germany are driving forecast changes for 2025. Join Brian Coulton and Ed Parker as they cover these and other developments detailed in Fitch's new Global Economic Outlook report.
Richard Francis, David Prowse, and Justin Patrie discuss the implications of the recent US election, including potential impacts on the US budget, sovereign credit profile, and the macroeconomic effects of new tariffs on global markets.
Erich Arispe, Head of Emerging Europe (EE) Sovereigns, and Malgorzata Krzywicka, Associate Director EE Sovereigns, discuss Central and Eastern Europe’s current state of public finances and the region’s fiscal consolidation prospects and challenges.
Christopher Wolfe, Managing Director for North America Banks, and Justin Patrie, Head of Fitch Wire, look back at US banks’ performance and rating trends in 2024 and discuss expectations for 2025, including potential post-election policy changes.
Explore the latest developments in Common Framework debt restructurings for Ethiopia, Zambia, and Ghana and the impacts of new IMF policies with Paul Gamble, Head of MEA Sovereign ratings, and Thomas Garreau, Associate Director, MEA Sovereigns.
Duncan Innes-Ker, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, explore challenges and opportunities for emerging market economies, including recent rate cuts, weaker demand in China, and post-election policy changes in the US.
Thomas Rookmaaker, Head of APAC Sovereigns, and Jeremy Zook, Lead Analyst for India, discuss India’s sovereign rating, and what to expect from the country’s economic policy following the election of Narendra Modi to his third term as prime minister.
Richard Francis, Richard Hunter and Justin Patrie look into the potential effects the upcoming US election could have on credit, touching on the US’ sovereign rating, the different fiscal policy plans offered by the candidates, and more.
Head of EMEA Sovereigns Jan Friederich and Head of Western European Sovereigns Federico Barriga Salazar discuss fiscal policies in the EU, including the impact of the new fiscal rules and implications for the ECB’s Transmission Protection Instrument.
David Prowse, Senior Director, Fitch Wire, and Justin Patrie, Head of Fitch Wire, look into our 3Q24 Risk Headquarters report, covering the ongoing impact of high interest rates, escalating geopolitical risks, real estate market challenges and more.
Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, parse Fitch’s latest Global Economic Outlook report, covering focus points including the gradually slowing US economy, global monetary policy developments and more.
Shelly Shetty, Managing Director, Americas Sovereigns, and Carlos Morales, Lead Mexico Analyst, look at Mexico’s recent elections, including challenges and opportunities for the new administration, and rating drivers moving forward.
With elections in the U.S. approaching, Brian Coulton, Chief Economist, and Alex Muscatelli, Director, Economics , look into the potential impact a renewed trade war sparked by US-led tariff hikes could have on the global economy
Euan Gatfield, Head of EMEA CMBS, joins Justin Patrie, Head of Fitch Wire, to explore the current CRE environment, delving into rate cycle impacts and other factors such as e-commerce, post-Covid office space utilization and the energy transition
Paul Gamble, Head of Emerging European Sovereigns, and Erich Arispe, Lead Analyst on Turkiye, discuss the positive rating actions around Turkiye following the country’s 2023 economic policy changes, and the impact of recent local elections.
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Fixed Interests

Richard Hunter, Chief Credit Officer, and Justin Patrie, Head of Fitch Wire, dive into the latest Risk Headquarters report, outlining the main risks to global credit this quarter including real estate, geopolitics, China macroeconomics, and more.
Thomas Rookmaaker, Head of APAC Sovereigns, and Krisjanis Krustins, Primary Analyst on Pakistan discuss the results of Pakistan’s recent elections, their implications for IMF talks, and the country’s reform potential and funding prospects.
Justin Patrie, Head of Fitch Wire, and Meghan Neenan, Head of North America NBFI, dive into the rapidly expanding private credit sector, covering the origins of the space, its growing profile following the 2008 financial crisis and more.
Join Shelly Shetty, Head of Sovereign Ratings for Asia & the Americas, and Todd Martinez, Primary Argentina Analyst & Americas Co-Head, as they discuss the potential economic impacts and rating implications for Argentina under President Milei.
Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing and the property sector, among other topics.
Toby Iles, Head of MEA Sovereigns, joins Head of EMEA Sovereigns Jan Friederich to break down the economic and rating implications of geopolitical risks in the Middle East and North Africa.
Justin Patrie, Senior Director and Head of Fitch Wire, and Melissa Che, Senior Director, North America CMBS, explore the challenges facing U.S. commercial real estate in 2024, including refinancing issues, weakened fundamentals and more.
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