Fitch Solutions

❗Discover how tariffs are transforming the US market landscape in our upcoming webinar: US Market Update: Liberation, Nine Days Later❗ Join Winifred Cisar Stieglitz, Andy DeVries, CFA, Eric Axon, CFA and James Goldstein in a webinar this Friday, as they discuss the fallout from “Liberation Day” including cross market performance, damage across sectors and the outlook heading into earnings season.  Don't miss valuable insights from our CreditSights experts: - Winnie Cisar, Global Head of Strategy, will recap rates and spread changes and update the valuation outlook. - James Goldstein, Head of Retail, will evaluate the impact of tariff rates on the retail sector. - CreditSights experts Andy DeVries and Eric Axon will present top picks and pans, with a focus on defensive sectors. 📆 Friday 11th April 🕙 Americas: 10:00am EDT | Europe: 15:00pm BST Gain actionable insights and have your questions answered. To attend, please register through the event or link below. 👉 https://lnkd.in/eeT_Fky3 👈 #TrumpTariffs

A significant increase in US tariffs on imports will pressure revenue growth and profitability for corporate sectors worldwide. Which sectors are most affected by these tariffs? Find out in our video below as we explore how trade exposure levels and the anticipated ripple effects of a weakening world economy could shape industries globally and domestically. Related commentary: https://ow.ly/h3Ia50VxCG7 #FitchRatings #CorporateFinance #USTariffs

Please join Fitch Ratings for a live discussion on the impact of US trade policy on APAC Sovereign and Corporate credit profiles. Our analysts will share insights on the effects of the latest tariff proposals and counter-measures on select countries’ GDP and growth rate and fiscal position, as well as the risks and benefits within Corporates sectors in APAC. Register Now: https://ow.ly/rPfP50VwiLo #asiapacific #sovereigns #corporates #tariffs #economy

Fitch Ratings has downgraded China's Long-Term Foreign-Currency Issuer Default Rating (IDR) to 'A' from 'A+'. The Outlook is Stable. Please join our APAC sovereign analysts and chief economist on Tuesday, 8 April at 4pm Hong Kong / 9am London as we discuss the rating drivers and sensitivities, and address any questions you may have. Register Now: https://ow.ly/C9Q250Vuz0s Related Commentary: https://ow.ly/V46750Vuz0u #asiapacific #china #sovereigns #creditratings

Join Us for an Exclusive Webinar on BMI's New Technology Service! Introducing BMI's cutting-edge Technology service and report portfolio, designed to centralise our topical, thematic, and analytical research on digital infrastructure, applications, and investment drivers. In this webinar, we'll dive deep into the Data Centre industry, leveraging insights from BMI's inaugural report on this crucial topic. Our experts will present high-level views, market-sizing data, and forecasts to uncover the drivers behind shifting digital infrastructure investment and the emerging risks propelled by the increasing demand for AI applications and solutions. Don't miss this opportunity to gain valuable insights and stay ahead in the rapidly evolving technology landscape. Register now to secure your spot: https://ow.ly/aiIA50Vih4q #ConectedThinking #Technology #DataCentres #DigitalInfrastructure #AI #InvestmentDrivers

‘Liberation Day’ has taken the US tariff rate back to levels last seen in 1909, transforming the global economic outlook, significantly raising US recession risks and constraining the Federal Reserve’s ability to lower interest rates further. Learn More: https://ow.ly/kSs950VuRKU #FitchRatings #TradeWar #Tariffs #USPolicy

Mexico is now ‘much more competitive’ with Trump’s far-reaching tariffs targeting Asia. Cedric Chehab discusses U.S. President Donald Trump’s decision to impose a raft of tariffs on key trade partners on CNBC. Watch the interview: https://lnkd.in/g-gZXdmh Explore BMI’s latest research on trade tariffs: https://lnkd.in/gb6sgWbw #ConnectedThinking #tariffs #trade

The EU's final Basel III rules introduce significant changes to how risk-weighted assets (RWAs) for credit risk are calculated. From 1 January 2025, all banks, including those using the Internal Ratings Based approach, must apply the standardized approach (SA) and adhere to an output floor. This shift raises several regulatory questions, especially regarding the use of external credit assessments by External Credit Assessment Institutions (ECAIs) like Fitch Ratings. Learn how Fitch Solutions is helping banks navigate these challenges with innovative data solutions: https://ow.ly/4Xuj50VtNeQ

"The US is looking more and more like an emerging market” as Mark Rosenberg puts it. The “EM-ification” of the US has been an underlying trend in GeoQuant data, which reveals how the U.S. political landscape is increasingly resembling that of emerging markets, driving economic and financial instability. This insightful piece by Matt Peterson on Barron's couldn’t be more timely in highlighting the uncertainty that has been hanging over the economy. https://lnkd.in/guMz9qpb

The ongoing US administration-led trade war is set to reshape economic forecasts for 2025 and beyond. Fitch Ratings' Global Economic Outlook - March 2025 reveals significant cuts to both US and world growth projections, highlighting broader market concerns. Get insights into the potential cross-sector repercussions of tariffs, inflation and more in our new report. Learn more: https://ow.ly/fGEW50VnHuJ View the related on-demand webinar: https://ow.ly/U4U350Vp5cg #FitchRatings #Tariffs #TradeWar #GlobalEconomicOutlook