According to CoinMeta, Fitch Ratings warns that global credit risks are worsening before 2027, due to factors including AI investment uncertainties, high energy prices, and tightening financing conditions. Fitch predicts that the Federal Reserve's policy interest rates will reach 4.25% in 2027, with another rate hike expected this year. The institution forecasts that by the end of 2027, the yield on U.S. 10-year Treasury bonds will reach 4.8%, but warns that long-term disruptions in the Strait of Hormuz could push yields even higher. Fitch also emphasizes that AI infrastructure spending may exceed sustainable demand, which could trigger a sharp pullback in investment.