In this final episode of the Know More Risk Better podcast, Winnie Cisar is joined by Zachary Griffiths to discuss the key themes shaping markets in 2026. They examine the evolving Federal Reserve outlook, Treasury yield uncertainty, and the impact of AI-driven investment trends, including growing hyperscaler debt issuance and data center financing activity.<br><br>The conversation also explores inflation risks, labor market dynamics, geopolitical developments, and how AI is influencing productivity, financial conditions, and investor sentiment. They assess the implications for credit markets and fixed income investors while reflecting on lessons from the podcast and previewing the upcoming Above the Fray podcast. This episode offers valuable insights into the market forces investors should watch as they navigate an increasingly complex macro environment.

From Know More to Above the Fray: Markets & the Road Ahead

Know More. Risk Better.

Welcome to Know More, Risk Better, a CreditSights podcast. Across the global strategy team, we aim to make sense of the macro and the micro, highlighting opportunities and the risks facing the fixed income markets. As the macro makes headlines, we leverage our network of experts across Fitch solutions to better understand economic trends, rates gyrations, geopolitical events, and how these factors impact corporates.

At Credit Sights, we understand that credit investing comes down to picking winners to generate alpha and avoiding losers. Our team of over 100 analysts across the U.S., Europe, and Asia provide unmatched sector expertise and fundamental knowledge. In our weekly podcast, the strategy team offers a look at the conversations we have with our colleagues, including analysts, fellow strategists, economists, and leveraged finance market experts. If you want to know more so that you can risk better, you'll want to give this podcast a listen.

Hello, everyone, and welcome back to the Credit Sights Know More, Risk Better podcast. This is Winnie Cisar, Global Head of Strategy at Credit Sights. And today I am joined by my favorite guest, my favorite coworker, my favorite friend, maybe, Zach Griffiths, our Head of U.S. Investment Grade and Macro Strategy. Hey, Zach. Hey, Winnie. Are we going to bury the lead or are we just going to come right out with it?

Oh, well, I guess now we have to come right out with it. All right. So I'm getting a little verklempt here. So let me just take a breath. This is our last episode of the Credit Sights Know More, Risk Better podcast. Mom, I'm sorry to tell you. You're going to have to find a new podcast to listen to.

From Know More to Above the Fray: Markets & the Road Ahead

Read the full transcript

The candid version is on a podcast,
not the earnings call.

From Know More to Above the Fray: Markets & the Road Ahead

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.