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USA Fitch Ratings Insights

Commentary Research Macro
Source
Fitch Ratings
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https://www.fitchratings.com/

Publications

Fourteen Italian Financial Institutions Upgraded on Sovereign Upgrade

Oct 15, 2025 Open

Malaysia Budget Keeps to Consolidation Path

Oct 15, 2025 Open

Peru President's Impeachment Raises Populism Risks Ahead of Elections

Oct 14, 2025 Open

Fitch Ratings Maintains Aircraft Tiers Used for EETC and ABS Ratings, Adds New Boeing Models

Oct 14, 2025 Open

Indian Banks to Strengthen Resilience Under Central Bank Reforms

Oct 13, 2025 Open

Higher 2025 Deficit Adds to Romania's Consolidation Challenge

Oct 10, 2025 Open

US PE-Owned Software Firms See Interest Rate Relief Amid AI Risks

Oct 10, 2025 Open

China Curbs on Harmful Competition to Affect Corporate Credit Metrics

Oct 10, 2025 Open

Ghanaian Bank Profitability to Fall Sharply on Lower Interest Rates

Oct 09, 2025 Open

European Traditional Investment Manager Consolidation to Intensify

Oct 09, 2025 Open

Georgia's Strong Reserves Recovery Eases Near-Term Liquidity Concerns

Oct 09, 2025 Open

UK Bank Motor Finance Redress Payouts to Be Lower than Expected

Oct 08, 2025 Open

Moroccan Bank Capital Buffers Strengthen on Enhanced Regulation

Oct 08, 2025 Open

Czech Institutional Constraints Limit Scope for Near-Term Policy Shifts

Oct 07, 2025 Open

First Brands Default has Limited Implications for Direct Lending

Oct 07, 2025 Open

'CCC' Spreads Indicate No Bubble in European Leveraged Credit

Oct 06, 2025 Open

Slow Indonesian Auto Sales to Hamper NBFI and Non-Life Insurer Growth

Oct 06, 2025 Open

Gabon's Large Budget Deficit Target May Hinder IMF Support Prospects

Oct 03, 2025 Open

Saudi Arabia's Pre-Budget Statement Shows Risks to Planned Consolidation

Oct 03, 2025 Open

Brazilian Corporates' Refinancing Risks Rise Amid Recent Credit Events

Oct 02, 2025 Open

Italian Sovereign Upgrade Has Lifted 80% of Subnational Ratings

Oct 01, 2025 Open

Prolonged US Government Shutdown Could Strain Public Finance Credits

Oct 01, 2025 Open

US Tech Hardware's Fate in an AI Bust Hinges on Capital Allocation

Oct 01, 2025 Open

U.S. Govt Shutdown Highlights Policymaking, Governance Challenges

Oct 01, 2025 Open

Moldova Election Result Reduces Uncertainty, Supports Policy Continuity

Sep 30, 2025 Open

US Public Power Cost, Rate Management Key to Credit Amid Capex Surge

Sep 30, 2025 Open

Smaller, Less Robust Brazilian Fintechs and Banks Face Increasing Cyber Risk

Sep 30, 2025 Open

German SME ABS Assets Face Pressures, But Refinancing Risk Should Ease

Sep 30, 2025 Open

Systemic Shock Could Expose Private Credit's Broad Reach, Growing Risk

Sep 29, 2025 Open

European Insurers Seek Returns, Diversification through Private Credit

Sep 29, 2025 Open

Cooling Labor Market, Slowing Economy to Pressure US Consumer Credits

Sep 26, 2025 Open

Staffing Rule Repeal Would Ease Pressure on U.S. Nursing Facilities

Sep 25, 2025 Open

APAC Oil Refining and Marketing Margin Recoveries Set to Diverge

Sep 25, 2025 Open

Norway Election Result Points to Policy Continuity; Ample Fiscal Space

Sep 24, 2025 Open

Chile Telco Sector Could be Fundamentally Reshaped by Movistar Sale

Sep 24, 2025 Open

Saudi Banks Lead GCC US Dollar Debt Issuance Surge

Sep 24, 2025 Open

French Med Lab Market Regime Stability to Be Tested In 2027

Sep 23, 2025 Open

Mexico's Budget Shows Consolidation Getting Harder After 2025 Progress

Sep 23, 2025 Open

LatAm Chemicals Corporates' Liquidity Crucial in Prolonged Downturn

Sep 23, 2025 Open

Trade Protectionism Rising in Global Steel Markets

Sep 19, 2025 Open

Nepal Political Uncertainty Poses Risks to Sovereign Credit Profile

Sep 19, 2025 Open

Rents, Lease Pass Throughs Support US Data Centers Amid Higher Costs

Sep 18, 2025 Open

Kenya Debt Management Operations May Ease Near-Term Financing Risks

Sep 17, 2025 Open

Brazil Retailers to Slow Growth, Prioritize Margins Amid Uncertainties

Sep 17, 2025 Open

South African Banks' Sovereign Exposure Continues to Grow

Sep 17, 2025 Open

Polish Banks' Country Risks Rise; Standalone Credit Profiles Resilient

Sep 16, 2025 Open

Ireland Faces US Trade, Tax Policy Risk Although Impact May Be Gradual

Sep 16, 2025 Open

Ghanaian Banks to Reduce NPL Ratios Due to New Regulations

Sep 15, 2025 Open

U.S. Chips Intervention May Create Inefficiencies, Pressure Margins

Sep 15, 2025 Open

GCC Bank US Dollar Debt Issuance Set for Another Record Year

Sep 15, 2025 Open

European Waste Services Stay Resilient with Predictable Cash Flow

Sep 12, 2025 Open

U.S. Insurance Brokers Pursue Larger Acquisitions as Market Slows

Sep 12, 2025 Open

Fitch Ratings Increases Several Fertiliser Price Assumptions

Sep 12, 2025 Open

US BDC Robust Unsecured Debt Issuance Reduces Funding, Liquidity Risk

Sep 11, 2025 Open

UK Covered Bonds Edge Closer to EU Equivalence

Sep 11, 2025 Open

Chinese Gas Utilities' Financial Metrics Resilient to Slower Demand

Sep 10, 2025 Open

Brazil 2026 Budget Plans Modest Consolidation as Delivery Gets Tougher

Sep 10, 2025 Open

Fitch Ratings Revises Metals and Mining Price Assumptions

Sep 10, 2025 Open

U.S. Digital Advertising Pressured by AI Disruption, Web Traffic Decline

Sep 10, 2025 Open

India's GST Reforms Generally Positive for Consumption-Focused Issuers

Sep 10, 2025 Open

Fitch Ratings Updates Its Oil and Gas Price Assumptions

Sep 09, 2025 Open

Peru's Fiscal Improvement May Slow Without Revenue Reforms

Sep 08, 2025 Open

Jamaica Election Signals Continuity in Key Economic Policies

Sep 08, 2025 Open

Pix Parcelado to Reshape Brazil Payments Sector, Pressure Credit Cards

Sep 08, 2025 Open

Sovereign Sponsor Credit Remains a Key Driver of SSA-50 Ratings

Sep 05, 2025 Open

Brazil's Data Center Credit Hinge on Scale, Contracts, and Power Supply

Sep 05, 2025 Open

Brazil's Proposed Curtailment Rules May Hurt Distributed Generation

Sep 04, 2025 Open

Indonesian Protests May Lead to Spending Pressures

Sep 03, 2025 Open

Strong US P/C Insurance Underwriting Profitability in 1H25 to Continue

Sep 03, 2025 Open

European Cable Operators Face Fibre Competition; Altnets Monetise Value

Sep 03, 2025 Open

Korea's Budget Puts Public Debt on a Steeper Upward Trajectory

Sep 03, 2025 Open

US Prediction Market Raises Risks for Online Gaming Operators

Sep 02, 2025 Open

Argentina's Electricity Reform Could be Credit Positive for Gencos

Sep 02, 2025 Open

Global Reinsurance Sector to Experience Moderate Deterioration in 2026

Sep 02, 2025 Open

Global 1H25 Reinsurance Results Very Strong; Revenue Growth Is Slowing

Aug 29, 2025 Open

APAC Palm Oil Prices Likely to Weaken on Higher Output

Aug 29, 2025 Open

UK Water Sector Risks Rise Due to High Expenditure, Regulatory Changes

Aug 28, 2025 Open

North America Midstream Growth Opportunities Driven by AI Data Centers

Aug 27, 2025 Open

US Policy Changes Reinforce Chinese Battery Firms' Diversification Drive

Aug 26, 2025 Open

Federal Policy Shifts to Raise Wind and Solar Project Costs, Slow Development

Aug 26, 2025 Open

PIK Income Fell Modestly in 2Q25 for BDCs, Dividend Coverage Varies

Aug 26, 2025 Open

Canadian Bank Ratings to Withstand Slower Growth, Higher Provisions

Aug 26, 2025 Open

North American Software Firms Face AI Disruption Risk, Opportunities

Aug 26, 2025 Open

European Banks Resilient to Impact of Updated US Tariffs

Aug 26, 2025 Open