Donald Trump and the Republican party will control all the levers of US power in January. FX markets think they know what’s ...
Non-Bank Financial Intermediaries (NBFIs) have grown significantly since 2008 and as a result, the sector's influence has ...
Poland’s current account deficit reached nearly €1.5bn in September, broadly in line with consensus. On a 12-month basis, the ...
Since the ECB started its series of rate hikes, we have seen the return on assets improve by 25bp for EU banks based on EBA ...
EUR bank bond supply remained high in 2024 and is expected to reach €420bn at the end of the year. However, the YTD numbers ...
Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance ...
Bank Outlook 2025: Clearing the fog – bank risks and market shifts Our team explores what 2025 holds for banks, including the positive impact of ECB rate cuts on loan quality and the anticipated ...
Turkey’s current account recorded another surplus in September, while its 12-month rolling deficit dropped to single digits ...
In monthly terms, food inflation came in stronger than we had expected, printing close to a 0.8% advance for the second month ...
ECB rate cuts will benefit bank loan quality The strong tailwind from higher interest rates has come to an end. We believe ...
The dollar rally is at risk of some positioning-led correction, but our expectation is that US core CPI will come in at a ...
The European Bank Crisis Management and Deposit Insurance (CMDI) update might introduce not only minor adjustments to the ...