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Fitch's 2Q25 Risk Headquarters report highlights a worsened risk outlook amid US tariff volatility. David Prowse and Justin Patrie discuss key points from the report, centered around how Trump-era policies continue to elevate investor concerns.
The later seventies were a time of change and promise. Those that survived the contrived archaic revival of the 60s began an exploration of Medicine grounded in Natural Law, while others took advantage of entrepreneurial opportunities still available prior to the box-store invasion. A populace ever vigilant against Corporate greed and war for profit also fostered an authentic "environmentalism" that would be usurped under the guise of "global warming" decades in the future. The spirit of the times inspired, yet again, a much smaller band of intrepid individuals who endeavored to reveal the roots of the larger societal concerns. These were the iconic pioneers of the so-called "sovereignty" movement, and less-favorably misnomered by those who would dissuade such activity. Dr. Lando was intimately involved within these early circles, as the veiled machinations of U.S. INC functioning as a proxy for the International Banking Cabal were first exposed. Pre-internet, research was conducted in law libraries, accessing court documents and diving deep into Federal Reserve publications and the Uniform Commercial Code. "En vivo" trial and error proved or disproved working theories, and it came at great risk, as many lost their freedom & financial well-being, and some their very lives. These are the origins of the modern-day "Sovereigns" , and the present generation is privy to the many refinements that have come since. Now more than ever, it is important to be grounded in the foundational principles that began this awareness, and avoid the pitfalls of the growing trend to emphasize process over substance. On this Alfacast, we are honored to host Clint Richardson, the author and producer of "THE UNITED STATES OF AMERICA, INC. The Corporation Nation", who has perhaps researched the substantive basis of how we as a "free people" willingly traded "rights for privileges". Clint will lead us on an eye-opening journey through the fictional landscape of corporatized government and citizenship, the introduction of "dog latin" into society and how they cook the books in every publicized budget from municipal to federal as revealed in CAFR. While we've hosted a good number of prominent teachers with specialties in Equity, Land Patents and other formalized clarifications, Clint Richardson's work is seminal to the many process-oriented seminars presently available, so take advantage of Clint's encyclopedic knowledge on this very special episode and add your comments and questions on the livestream chat. Show links: https://www.privateunderground.club/ Learn The True Nature Of Dis-Ease & How Our Bodies Actually Work: https://alfavedic.com/themyth/ Join Our Private Community And Join In The Discussion: https://alfavedic.com/join-us/ Follow our new YT channel: / @offgridelegance Start healing yourself and loved ones with ozone! https://alfavedic.com/ozone Get our favorite blue blocker glasses! https://alfavedic.com/raoptics Learn how to express your law and uphold your rights as one of mankind. https://alfavedic.com/lawformankind Alfa Vedic is an off-grid agriculture & health co-op focused on developing products, media & educational platforms for the betterment of our world. By using advanced scientific methods, cutting-edge technologies and tools derived from the knowledge of the world's greatest minds, the AV community aims to be a model for the future we all want to see. Our comprehensive line of health products and nutrition is available on our website. Most products are hand mixed and formulated right on our off grid farm including our Immortality Teas which we grow on site. Find them all at https://alfavedic.com Follow Alfa Vedic: https://linktr.ee/alfavedic Follow Mike Winner: https://linktr.ee/djmikewinner
Join the Membership: futurecommerce.com/plus and save $10 on your first month with code AFTERDARKWooden nickels, gilded sovereigns, and a juke-joint cash drawer. We peel back the layers of Ryan Coogler's SINNERS to show how currency turns into control—and why plantation scrip still echoes in today's loyalty points. Get the full breakdown and bonus notes with Future Commerce Plus.Join the Membership: futurecommerce.com/plus and save $10 on your first month with code AFTERDARK
In this Special Edition of Geopolitics with Ghost, host Ghost returns from France on his birthday and the anniversary of the 2017 Sword Dance to deliver a sweeping, multilayered recap of Trump's monumental Middle East tour. He begins with a breakdown of Russia's Victory Day parade, Xi and Putin's alliance, and Burkina Faso's Traoré defying Western regime-change operations. But the heart of the episode lies in Ghost's granular analysis of Trump's stops in Saudi Arabia, Qatar, and the UAE, marking a new era of sovereign alliances and massive economic reorientation. Ghost details over $2 trillion in trade, energy, defense, and tech deals, including space partnerships, missile defense systems, rare earth mineral investments, and Trump Towers rising in Jeddah and Dubai. He connects threads between Trump, MBS, AI, Kanye's “Drome” city project, XAI investments, and symbolic cues like Trump's crosshatch tie. Also covered: Syria's quiet shift, Rubio's evolving stance, MBS's quiet power moves, and legacy narrative warfare from neocons like Lindsey Graham and Mark Levin. This is Ghost at his best, braiding geopolitics, comms, history, and deep symbolism into a compelling vision of what comes after the collapse of the old guard.
From global macroeconomic trends to sovereign credit developments to regulatory and political changes, Fitch's Fixed Interests podcast delivers the analyst insights and updates you need to stay ahead in a rapidly evolving market. Available wherever you get your podcasts.
Shelly Shetty, Managing Director, Americas Sovereigns and Todd Martinez, Senior Director, Sovereigns, discuss Mexico's recent rating affirmation, and how the sovereign is navigating global trade tensions and domestic fiscal challenges.
In this episode, host Lina Apsheva talks to Benjamin Powell, head of sustainability in Fixed Income at SEB and Madeleine Moe from SSA origination at SEB, about the sovereign, supranationals, and agencies (SSA) segment and how these actors work with sustainable finance. They discuss examples of SSAs, types of sustainable finance products they engage with, and how this financing is used to support sustainable development across the world.
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.
We have Canadians winning at US tracks - Micah Husbands, Jim and Susan Hill and Roger Attfield. Two Kentucky Derby preps; the Blue Grass and the Lexington Stakes, both from Keeneland. Driver Doug McNair had a brilliant Friday night at Mohawk - 4 straight wins, one of which was numerically very special for trainer Dave Menary. We've got 69-year-old Doug Brown still bringing in a winner and how much you would have made if you'd bet him. Mark Casse has horses nominated in all 10 racing categories at the upcoming Sovereigns and he's got a shot at winning as best trainer for the 17th time. We break down every one of his chances. Harness driver Brett Macdonald tells us why he had to go with Saulsbrook Victor to the Oak Grove track in Kentucky to win for the 2000th time. And if you like goofy race calls, we've got two – Jeff Zidek describing a race at the Meadows when a pair of geese refused to abandon their sit-in at the head of the stretch and Dave Rodman at Laurel with a pair of tongue twisters in the stretch.
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.
Laura Zhai, Senior Director at Fitch Ratings, discusses the impact of US tariff hikes on China's commodity sectors.(00:00) - Introduction (00:41) - Impact on aluminum and copper (04:43) - Impact on steel (07:33) - Impact on chemicals (10:28) - China's energy import cost
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.
Amid rapidly changing US trade policies, Fitch analysts, Alex Muscatelli and Janice Chong, discuss the macroeconomic and corporate level impacts on China from rising US tariffs.(00:00) - Introduction (02:10) - Fitch's Tariff Baseline (04:30) - Modeling the Economic Impact of Tariffs (07:12) - China's Trade Diversification (08:55) - Tariffs and China's Economic Outlook (11:01) - Corporate Sector Tariff Exposures (13:30) - Mexico Tariffs and Chinese Corporates (14:55) - Steel, Aluminum and Auto Tariffs (16:48) - Corporate Tariff Risk Management (17:39) - Impact on Shifting Supply Chains (18:45) - Conclusion
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Interview recorded - 20th of February, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Larry Lepard. Larry is the Managing Partner of Equity Management associates, has been a professional investment manager for over 40 years, is a vocal advocate for sound money and the author of the recently released book “The Big Print: What Happened To America And How Sound Money Will Fix It”.0:00 - Introduction1:12 - What happened in America?2:30 - Financialization of the country6:28 - How long can the system survive?11:05 - The interest is the problem14:25 - Losing control of the bond market?18:04 - Gold?23:47 - Why Bitcoin?25:48 - Sovereigns buying Bitcoin?27:20 - Constant growth of money supply for economy to grow?30:03 - DOGE to reset system?32:00 - Concentration of wealth?34:15 - Positive outcome36:25 - One message to takeaway?Lawrence Lepard is a professional investment manager who has been a long time advocate for a return to sound money. He manages funds which focus on companies involved with gold and silver mining and Bitcoin. He is an active contributor to the "sound money" discussion on X, using the handle: @LawrenceLepard, and he recently published his first book: THE BIG PRINT: What Happened to America and How Sound Money Will Fix It.The book is a discussion of how America's monetary system has gone astray and caused enormous pain for millions through inflation. The history of this process is laid out in the first part of the book: The Problem. The second half of the book is titled The Solution and explains what we must do to restore the American Dream. It offers investment insights that are relevant to all individuals and families and shows people how to protect themselves from inflation. The book is timely because as Mr. Lepard shows the problem is getting worse and is likely to result in a crisis very soon.Lawrence Lepard:Book - https://www.amazon.co.uk/Big-Print-Happened-America-Sound/dp/B0DVTCVX8J/X - https://x.com/LawrenceLepardWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
Gated communities and “The Sovereigns” of rural Arizona. The post office makes an admission, and accomplishes…nothing. Customer service can only get you so far. Who is the more effective complainer. The “Wife Line”, and an explanation of the unrequested D--- Pic.
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.
A fireside chat on Fitch's 2025 credit outlook for China's sovereign, corporate, local government and banking sectors with Jeremy Zook, Ying Wang, Samuel Kwok and Grace Wu.(00:00) - Introduction (00:47) - Macro and Sovereign Outlook (03:33) - Impact of US Tariffs on China Corporates (04:55) - Property sector outlook (05:53) - Impact of Policy Simulus on Corporates (07:10) - Local Government Finance Outlook (08:36) - Hidden Debt Substitution Policy (10:40) - LGFV Sector Risks (12:40) - Impact of Rate Cuts on Banks (15:24) - Asset Quality Outlook (17:21) - Conclusion
If you wish to support the show and PFC Irvine's Journey you can find his Ebay store here----> PFC NETWORK Like our Facebook Page: Learning To Deal Podcast
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.
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.
Jinny Yan, Chief China Economist at ICBC Standard Bank, discusses her outlook for China's economy in 2025 and the government's policy measures and priorities, particularly its focus on de-risking, diversifying and enhancing domestic capacity.(00:00) - Introduction (01:01) - Key Issues to Watch in 2025 (02:32) - US/China Trade War Prospects (06:29) - Assessing China's Resilience to Trade Tensions (11:12) - Property Sector (17:11) - Inflation/Deflation Outlook (20:13) - Monetary Policy Response (23:57) - Fiscal Policy Response (28:27) - Government Bond Market Drivers (33:39) - Conclusion
In a world obsessed with power, influence, and legacy, the role of the pastor has been dangerously reimagined. Instead of focusing on servanthood and spiritual discipleship, many leaders are seduced by worldly metrics of success. Drawing from biblical principles and the wisdom of thinkers like A.W. Tozer, who warned, “The church that marries the spirit of the age will find itself a widow in the next,” this paper challenges pastors to reclaim their divine calling. Discover why true ministry is about building God's Kingdom, not personal empires, and how church leadership must resist cultural pressures to remain faithful to the Gospel.
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.
Jing Yang, Director of Fitch Ratings, discusses key credit trends of China's solar PV manufacturing industry. (00:00) - Introduction (00:46) - Current state of the industry and reason for oversupply (04:37) - Stage of market re-balancing (08:00) - Effectiveness of government response (13:02) - Impact of Trump 2.0 tariff hikes
In this episode, Dan Tapiero joins the show to discuss why he's unbelievably bullish on the macro, his introduction to Bitcoin & blockchain, and the US dollar. We also delve into the regulatory changes he's most excited for, the generational shift upon us, and much more. Enjoy! __ Follow Dan Tapiero: https://x.com/DTAPCAP Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp __ SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world's crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER™ device today and protect your assets with top-tier security technology. Buy now on Ledger.com. Meet Kraken Institutional. Whether you're an asset allocator, a trading firm or high net worth individual, Kraken Institutional unlocks the powerful tools you and your organization need to trade and manage crypto — at scale. Reliable, easy to integrate, with white-glove service and 24/7 support. Get in touch today at https://blckwrks.co/Kraken — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — Timestamps: (00:00) Introduction (01:22) Dan's Background (08:10) Introduction To Bitcoin & Crypto (16:48) Bitcoin, Sovereigns, & Regulation (20:42) Most Exciting Regulatory Changes (23:19) MicroStrategy's Bold Play (25:14) Ads (26:58) Macro Overview (33:01) Unbelievably Bullish (38:17) Generational Shift (41:07) Keep A Long-Term View __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Pokémon Go is more than a worldwide craze that inhttps://www.patreon.com/QAAspired millions to hunt Zigzagoons through smartphone-enabled alternate reality. According to intelligence officials in several countries, it's also an information security threat. Since the game's release by game developer Niantic in 2016, people have pondered the potential uses of the data that's collected by aspiring PokéMasters as they meander outside and scan virtual PokéStops. Travis, Jake, Julian, and Liv dive into why a children's game about collecting fighting pets has inspired such paranoia. Including how Niantic's startup ancestor Keyhole, Inc. was saved from bankruptcy by the CIA, how Niantic's former parent company Google committed one of the worst data privacy violations in history through the “Wi-Spy” scandal, and Niantic's recent announcement that Pokemon Go data is being used to produce an artificial intelligence system they call a Large Geospatial Model (LGM). Gotta Catch ‘Em All! And by “Em All” we mean “massive amounts of data from everyone's smartphones for undisclosed purposes.” Subscribe for $5 a month to get all the premium episodes: https://www.patreon.com/qaa Editing by Corey Klotz. Theme by Nick Sena. Additional music by Pontus Berghe. Theme Vocals by THEY/LIVE (https://instagram.com/theyylivve / https://sptfy.com/QrDm). Cover Art by Pedro Correa: (https://pedrocorrea.com) https://qaapodcast.com QAA was known as the QAnon Anonymous podcast. REFERENCES Consumer Watchdog. Lost In The Cloud: Google And the US Government https://insidegoogle.com/wp-content/uploads/2011/01/GOOGGovfinal012411.pdf Gawker. Pokemon Go Is A Government Surveillance Psyop Conspiracy https://web.archive.org/web/20160712023458/http://blackbag.gawker.com/pokemon-go-is-a-government-surveillance-psyop-conspirac-1783461240 Pando. Oakland emails give another glimpse into the Google-Military-Surveillance Complex https://web.archive.org/web/20150819032041/https://pando.com/2014/03/07/the-google-military-surveillance-complex/ Financial Times. Lunch with the FT: Pokémon Go creator John Hanke https://www-ft-com.ezp-prod1.hul.harvard.edu/content/596ec790-afe8-11e6-9c37-5787335499a0 Dalton, Craig M. "Sovereigns, spooks, and hackers: An early history of Google geo services and map mashups." Cartographica: The International Journal for Geographic Information and Geovisualization 48.4 (2013): 261-274. Kilday, Bill. Never lost again: The Google mapping revolution that sparked new industries and augmented our reality. Harper Business, 2018. Wes's Blog. My Personal Journey On Google Earth https://westhierry.blogspot.com/2008/07/my-personal-journey-on-google-earth.html Intercept. Privacy Scandal Haunts Pokemon Go CEO https://theintercept.com/2016/08/09/privacy-scandal-haunts-pokemon-gos-ceo/ CJR. Poor coverage of Google's Street View scandal settlement https://www.cjr.org/the_audit/misleading_coverage_of_street.php RFI. Pokemon Go to jail - Frenchman nabbed hunting Pokemon on Indonesian military base. https://www.rfi.fr/en/asia-pacific/20160719-pokemon-go-jail-frenchman-nabbed-hunting-pokemon-indonesian-military-base CIA Office of Security. Are you At An Agency Facility? Pokemon NO! https://www.cia.gov/readingroom/docs/are%20you%20at%20an%20agency%20faci%5B15210727%5D.pdf Foreign Policy. The Great Pokemon Go Spy Panic. https://foreignpolicy.com/2024/11/29/pokemongo-cia-nsa-intelligence-spying/ Niantic Labs. Building a Large Geospatial Model to Achieve Spatial Intelligence https://nianticlabs.com/news/largegeospatialmodel
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.
John Coleman is an investor, writer, and public speaker. A frequent contributor to Harvard Business Review, John and his work has been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times, among other publications. He previously published Passion & Purpose (HBP, 2011) and How to Argue Like Jesus (Crossway, 2009). John is a frequent public speaker who has addressed hundreds of audiences on college campuses, at conferences, and for corporations and non-profits. I'm thrilled to have John with me on The Wow Factor to discuss his leadership philosophy and approach to helping his team flourish. John digs into his approach to focusing on excellence, aggressive delegation, and accountability. He emphasizes the importance of setting boundaries and finding a balance that works for individual needs and responsibilities. John also touches on the creative experience of writing his books and his plans for the future. “Excellence is something we should all aspire to.” - John Coleman “People learn by getting responsibilities that they're not yet equipped for.” - John Coleman “People are often able to accomplish much greater things than we give them credit for.” - John Coleman This Week on The Wow Factor: John's educational pathway and how these experiences shaped his career Challenges and lessons learned from his time as a quantitative energy trader Why John finds writing cathartic and a way to learn about new topics The inspiration behind John's first book, How to Argue Like Jesus Why John wrote "Miracles," which explores the concept of miracles through a narrative about a series of events in Atlanta John's leadership style of creating opportunities for others to flourish The importance of delegating aggressively and giving people responsibilities that challenge them to grow Why we need to hold people accountable and encourage them to ask questions and seek help when needed The challenge of balancing work and personal life, especially in a digital age The importance of storytelling and the impact of books on shaping values and perspectives John Coleman's Words of Wisdom: Do your job, but stretch yourself. Always ask questions if you don't know the answer to something, and don't be afraid to raise your hand. Always ask the question. Never be afraid to look dumb. Connect with John Coleman: John William Coleman's Website How to Argue Like Jesus: Learning Persuasion from History's Greatest Communicator by Joe Carte and John Coleman Connect with The WOW Factor: The WOW Factor Website Connect with Brad Formsma via email Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter
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.
David Wang, Professor at the Virginia Tech Dept. of Economics and former Credit Suisse Head of APAC (ex-Japan)Economics, joins us to discuss deflationary risks in the Chinese economy and whether the recent policy stimulus can address these pressures.(00:00) - Introduction (01:31) - China's Economic Prospects (05:10) - Drivers of deflationary pressures (08:37) - Expectations for household confidence (11:11) - New productive forces and labour productivity (15:46) - Assessment of Recent Policy Actions (17:37) - Fiscal Support and Consumption Policies (26:16) - Risks of a deflationary spiral (29:09) - High Leverage and deflation (32:12) - Outro
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.
In this episode with IFN journalist Radhika Das, Christian de Guzman discusses macro and credit trends among Islamic sovereigns, delving deeper into global financial conditions and economic resilience, geopolitical shifts and the evolution of ESG risks in the Islamic financial landscape
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.
Elaine Xu, Director in Fitch's Financial Institutions team, provides an update on how Chinese banks are managing the challenges from economic headwinds, the property correction, and LGFV debt renegotiations.(00:00) - Introduction (01:38) - Recent trends in bank performance (05:06) - Property sector stress impact on banks (07:26) - Banks role in property policy response (09:26) - LGFV exposures and debt renegotiations (11:16) - Impact of LGFV debt renegotiations (13:01) - Risks for small regional banks (14:33) - Banks increased policy role and its impact (15:40) - Conclusion
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.
The Truth Shall Make Ye Fret is a podcast in which your hosts, Joanna Hagan and Francine Carrel, read and recap every book from Sir Terry Pratchett's Discworld series in chronological order. This week, Part 1 of our recap of “Dodger”. Farthings! Sovereigns! Bones!Find us on the internet:Twitter: @MakeYeFretPodInstagram: @TheTruthShallMakeYeFretFacebook: @TheTruthShallMakeYeFretEmail: thetruthshallmakeyefretpod@gmail.comPatreon: www.patreon.com/thetruthshallmakeyefretDiscord: https://discord.gg/29wMyuDHGP Want to follow your hosts and their internet doings? Follow Joanna on twitter @joannahagan and follow Francine @francibambi Things we blathered on about:Decoding TV Dodger: An interview with Professor Sir Terry Pratchett. Part 1 - YouTube Crown and Anchor - Wikipedia Punch and Judy - Wikipedia Charon's obol - Wikipedia In Which a Trope Is Described - TV Tropes London Labour and the London Poor (Vol. 2 of 4), by Henry Mayhew—The Project Gutenberg eBookSewer Gator - TV Tropes Music: Chris Collins, indiemusicbox.com
Samuel Kwok, Head of Fitch's APAC International Public Finance shares his views on China's local government and LGFV debt problem.(01:21) - 1H24 local governments' fiscal trends (04:02) - Expect marginal improvement in 2H24 (05:30) - Effect of measures to de-risk twelve “high-risk” provinces (08:22) - LGFVs' onshore bond yields at record low (11:28) - Introduction of top three credit themes (12:25) - Potential impact of reform measures pledged by Third Plenum (14:21) - The second credit theme on social housing investment (15:17) - The third credit theme on LGFV debt restrictions (16:32) - Maintain a neutral credit outlook
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.
Shuncheng Zhang, Associate Director of Fitch's China Corporates Team based in Shanghai, shares China's housing demand forecast from 2024 to 2040.(00:00) - Introduction (01:05) - 2024-2040 Housing Demand (03:43) - New Private Home Supply (06:08) - Overview of Forecast Model (09:13) - Factors Leading to Demand Plunge (12:47) - Public and Secondary Housing Supply (13:58) - Fitch's Forecast vs. Others'
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.
Lan Wang, Senior Director in Fitch's Credit Policy Group, joins for a wide-ranging discussion on China credit developments, including recent rating actions, growth prospects, property and banking sector outlooks, and recent EU tariffs on Chinese EVs.(00:00) - Introduction (00:55) - China Sovereign Rating Action (01:48) - Rating actions in other Chinese entities (04:40) - 2024 Macro Outlook for China (06:12) - Property Sector Prospects (08:42) - Banking Sector Outlook (10:58) - EU tariffs on Chinese EVs
In this episode, Steve chats with Dov Preminger (pen name Dave Gerrard), discussing his legal thriller, 'The Law of the Sea.' They delve into the inspiration behind the book, the intricacies of maritime law, and the writing process. Dov also shares details about his latest techno thriller, 'Glyph.' 00:00 Introduction to Dov Preminger 00:17 Reason for a Pen Name 02:05 Synopsis of 'The Law of the Sea' 03:43 Inspiration and Research 20:14 Dov's Legal Background 25:18 The Reality of Legal Battles 29:12 New Novel 'Glyph' 31:08 Wrap-up and Where to Find the BooksTranscript URL: https://share.descript.com/view/7IpaW3QKt9FYou can learn more about Beyond the Big Screen and subscribe at all these great places: https://atozhistorypage.start.pagewww.beyondthebigscreen.comClick to Subscribe: https://www.spreaker.com/show/4926576/episodes/feedemail: steve@atozhistorypage.comwww.beyondthebigscreen.com Parthenon Podcast Network Home: parthenonpodcast.comOn Social Media: https://www.youtube.com/@atozhistoryhttps://www.facebook.com/groups/atozhistorypagehttps://facebook.com/atozhistorypagehttps://twitter.com/atozhistorypagehttps://www.instagram.com/atozhistorypage/Music Provided by:"Crossing the Chasm" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/
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