Top Tweets for #OUTLOOKS
How will large-scale #infrastructure development and capital investment shape #India's #corporate and infrastructure sectors?
Join #FitchOnIndia 2026 for insights on sector #outlooks and #credit trends across the spectrum: https://t.co/g6g5Q2VZ4r
#AsiaPacific
At mid-year 2026, #FitchRatings revised sector #Outlooks for German and UK #Banks to ‘deteriorating’, pressuring the outlook for the Western #EuropeanBanking sector. Join our upcoming webinar to hear senior analysts discuss what this means for the sector: https://t.co/wCUtd7D5Fm
Reduced GDP expectations as a result of the Iran war have shaped #FitchRatings’ mid-year #Bank sector #Outlooks. We revised several sector outlooks down, but the majority are still resilient to geopolitical risks and remain 'neutral'. Learn more: https://t.co/Shs6GA1u5T
#FitchRatings’ sector #Outlooks for global non-bank financial institutions (#NBFIs) reflect a more cautionary stance at mid-year 2026, with six of 12 sectors on ‘deteriorating’ (versus two at year-end 2026).
Learn more: https://t.co/w86X4aTh1I
Fitch Ratings has revised its 2026 #outlooks for the U.S. #homebuilding and North America Building Products sectors to ‘deteriorating’ from ‘neutral’, reflecting mounting affordability pressures and higher-for-longer mortgage rates. Learn more: https://t.co/yv4TH5tlnC #FitchWire
Fitch has published #Laos' Long-Term Foreign-Currency Issuer Default Rating of 'CCC+'. Fitch typically does not assign #Outlooks to #sovereigns with a rating of 'CCC+' or below.
Please join our analyst for a discussion on Laos’ rating: https://t.co/qMri2D0x31
#AsiaPacific
The mid-year review of Fitch Ratings’ 2025 sector and structured finance asset performance #outlooks revealed a material #deterioration in terms of expectations for key sectoral credit drivers since the beginning of 2025, chart @FitchRatings https://t.co/1pEc1j7UY9
And that’s a wrap! #FitchRatings concludes its 23rd annual #InsuranceInsights Roadshow. A huge thank you to all the teams at Fitch, our guest speakers, and audience for making this series such a success.
Watch replays and read the #2025 #outlooks: https://t.co/M7X4jPCk6J
#Europe: +ve #NAO through much of #December per the latest EC46 run, with higher pressure more dominant from the W, keeps #colder air SE.
https://t.co/yOQxCkPMm6
In the article, we also discuss #renewable #outlooks: #hydropower #windpower #solarpower.
Very important global pointers from @MortimerleePaul.
What do energy price developments imply for the correct monetary stance for net importers?
Our #Outlooks will provide further forward guidance.
@NIESRorg @EconSteveM @KayaAhmetIhsan @AdrianPabst1 @OBR_UK @bankofengland
Three factors make me very worried about what will happen next in the Middle East
1) Joe Biden’s comments about possible Israeli action against Iran’s oil facilities,
2) @bankofengland governor’s remarks about the possible need for bigger rate cuts, citing parallels with the 70s oil price shock
3) Saudi Arabia’s recent decision to scale back its oil output cuts
Together, they add up to a strong signal that a significant negative shock is viewed in official circles as very likely to oil output and to global activity.
In that context, it is worth revisiting what I wrote a year ago about the possible economic consequences of the Israel/Hamas conflict. The oil price is the key to that.
https://t.co/IYXzmSrHtU
A sudden oil price surge now would raise short-term inflation. However, with interest rates restrictive, central bank balance sheets shrinking and growth slowing, and many markets overvalued, the bigger risk would be a sharp activity downturn.
This is especially true as the Iranian response to an Israeli attack on Iranian oil could lead to further rounds of escalation. That could ultimately lead to attacks on Iran’s nuclear facilities. @POTUS is against that now, but that is in the current context, and who knows where escalation could lead us?
The uncertainties about where we may go are much larger than a year ago, and look potentially more severe. This leaves markets very vulnerable to a drop in expected returns and a spike in risk aversion.
@NIESRorg @jagjit_chadha @EconSteveM @ChrisGiles_ @martinwolf_
Bill IV on the #Macro environment: I probably spend a lot more time thinking about it than I do actually managing to it. We don't change our #portfolios drastically relative to macro #outlooks, unless there's a strong #valuation component to it. #JRoShow #podcast
🚨ALERT FOR JOURNALISTS 🚨
We will present our latest UK and Global economic #outlooks tomorrow at a dedicated press briefing 📰
Do join us - 📝 Sign up here if you haven't done it yet
⬇️⬇️
#GeneralElection2024
#UKeconomy
#Households
https://t.co/aeeLmnqnym
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