27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of European banks are solid Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
29/06/2021 Economy & Markets Banks in the post-Covid-19 world We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency,...
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
15/03/2019 Real & Alternative Assets Gold in central banks' asset allocation After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up significantly since the new millennium, and central banks,...
30/04/2019 Economy & Markets Is inflation definitely dead or simply dormant? Consequences for central banks In history, there have been periods when it was dormant, but revivals have always been painful. What is striking at present is the inability of some countries...
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves towards a pause The Talks elaborates on the banking stress in US and the FOMC May meeting.