Fixed Interests podcast

Challenges Ahead for US Data Center Boom

22/10/2025

Fixed Interests

0:00

8:51

Justin Patrie, Head of Credit Commentary & Research, and Sarah Repucci, Senior Director, Credit Commentary & Research, discuss emerging challenges for the AI-fueled US data center boom, covering investment, rising costs, impact on utilities and more.

Otros episodios de "Fixed Interests"

Argentina Mid-Terms - Credit Outlook and Reform Risks
13/11/2025
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Shelly Shetty and Todd Martinez analyze Argentina’s mid-term elections, what Milei’s stronger legislative backing means for reforms, and the lingering risks around reserves and external liquidity.
Fiscal Challenges for Western European Sovereigns
30/10/2025
10:37
James Longsdon, Head of Global Sovereigns and Supranationals, and Federico Barriga Salazar, Head of Western European Sovereign Ratings, discuss Western Europe’s fiscal divergence, recent upgrades and downgrades, and Fitch’s deficit outlook.
No te pierdas ningún episodio de “Fixed Interests”. Síguelo en la aplicación gratuita de GetPodcast.
Challenges Ahead for US Data Center Boom
22/10/2025
8:51
Justin Patrie, Head of Credit Commentary & Research, and Sarah Repucci, Senior Director, Credit Commentary & Research, discuss emerging challenges for the AI-fueled US data center boom, covering investment, rising costs, impact on utilities and more.
GCC Diversification: Progress and Challenges
29/9/2025
10:20
Paul Gamble, Head of Middle East and Africa (MEA) Sovereigns, and Cedric Berry, Director, MEA Sovereigns, discuss GCC efforts to diversify their economies beyond oil, and the varied pace of progress across the region.
Emerging Markets in 2025 - Resilience Amid Global Headwinds
27/8/2025
12:17
Justin Patrie and Duncan Innes-Ker discuss how emerging market credits are faring this year amid slower global growth, geopolitical risks, and shifting U.S. policy - highlighting ratings resilience and modest positive momentum.
Global Credit Risk Outlook
7/8/2025
13:46
Justin Patrie and David Prowse discuss key themes from Fitch’s Global Credit Risk Outlook, including slower growth, tariff uncertainty, and weaker credit conditions—as well as the overall ratings resilience amid these challenges.
Fiscal Risks in Japan
18/7/2025
10:24
Thomas Rookmaaker, Head of APAC Sovereign Ratings, and Krisjanis Krustins, lead analyst for Japan, discuss Japan’s fiscal outlook, covering the impact of rising bond yields, fiscal populism and long-term spending pressures.
Global Economic Outlook – Better But Not Good
7/7/2025
13:46
Brian Coulton, Chief Economist, and Ed Parker, Sovereigns Managing Director, discuss Fitch’s mid-year Global Economic Outlook, focusing on global growth forecast updates since April and how tariffs are driving key changes to projections.
Global Corporates at Mid-Year - Sector Outlooks Deteriorates on Tariffs Pressure
26/6/2025
12:49
The credit outlook for global corporates has worsened in 2025, with 14 sectors and sub-sectors deteriorating at mid-year vs. 5 at end-2024. Justin Patrie and Carla Taylor, Head of Research for the Americas, discuss the drivers and implications.
CEE Electoral Cycle: Sovereign Rating Implications
18/6/2025
19:04
Paul Gamble, Senior Director of Sovereign Ratings, and Erich Arispe, Head of Emerging Europe Sovereign Ratings, discuss the credit implications and common themes of the 2025/2026 electoral cycle in Central and Eastern Europe.

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