14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market hands Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
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.
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.
12/09/2022 Economy & Markets Rational inattention at the core of central bank strategy The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...
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...
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,...
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...