2026 Global Credit Outlook: Resilience, Risks, and What to Watch

About this episode

The episode discusses Fitch's Global Credit Outlook, focusing on resilient credit conditions and various risks affecting global markets.

Justin Patrie and Sarah Repucci unpack Fitch’s Global Credit Outlook, highlighting resilient credit conditions, pressures in China and Canada, and key risks, including strain on lower‑income U.S. consumers, tariff volatility and geopolitical shocks. Global Credit Resilience to Face Major Tests in 2026 Global Private Credit’s Burgeoning Scale, Complexity to Continue in 2026 Geopolitical Tensions Raise Emerging Market Credit Risks in 2026 Benign U.S. Credit Backdrop Faces AI, Consumer and Trade Risks Geopolitical Tensions Cloud Developed Europe’s Growth, Investment

People in this episode

Host: Justin Patrie

Guest: Sarah Repucci

Topics covered

• Global Credit Outlook
• Credit Resilience
• Geopolitical Risks
• Consumer Strain
• Tariff Volatility
• Emerging Markets

Keywords

• Global Credit Outlook
• credit conditions
• China
• Canada
• U.S. consumers
• geopolitical shocks
• tariff volatility
• emerging markets

Mentioned in this episode

Organizations: Fitch Ratings

Places: China, Canada, U.S., Europe

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