Claim OwnershipAbove the Fray
Subscribed: 1Played: 2
Subscribe
© 2026 Fitch Group
Description
Above the Fray, hosted by Winnie Cisar and Justin Patrie, cuts through market chatter with sharp insights on credit, ratings, and the macro forces shaping decisions. Each week, it puts power into perspective by connecting timely developments to the bigger themes of driving markets, turning complexity into clear, actionable insight for issuers, investors, and market participants.
11 Episodes
Reverse
Are markets ready for a midterm shakeup? PIMCO’s Libby Cantrill joins Winnie Cisar to unpack what the election could mean for Washington, fiscal policy, affordability, rising deficits and the road to 2028.
AI, higher rates, trade tensions, and geopolitical risks are reshaping the global economy. Three chief economists unpack the biggest surprises of 2026 and explore what could drive growth, markets, and economic change in 2027.
Title: Why do bonds matter so much? Robin Wigglesworth joins Winnie Cisar and Justin Patrie to explore how debt built the modern world, what rising Treasury yields mean, how ETFs are reshaping credit markets, and where the AI investment boom may be headed.
What’s really powering the AI boom? Winnie Cisar talks with Andy DeVries and Wish Bakshi about data centers, compute scarcity, energy demand, natural gas, and the credit risks behind AI infrastructure as hyperscalers race to build the future.
Fitch Ratings' Chief Risk Officer Richard Hunter joins host Justin Patrie to explore global credit risks in 2026, from AI and private credit to geopolitics and government debt. An insightful look at late-cycle vulnerabilities and lessons from the Global Financial Crisis.
Comments
Download from Google Play
Download from App Store
United States