Non-Bank Financial Intermediaries (NBFIs) have grown significantly since 2008 and as a result, the sector's influence has ...

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 ...

Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance ...

EUR bank bond supply remained high in 2024 and is expected to reach €420bn at the end of the year. However, the YTD numbers ...

ECB rate cuts will benefit bank loan quality The strong tailwind from higher interest rates has come to an end. We believe ...

The European Bank Crisis Management and Deposit Insurance (CMDI) update might introduce not only minor adjustments to the ...

Donald Trump and the Republican party will control all the levers of US power in January. FX markets think they know what’s ...

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 ...

The dollar rally is at risk of some positioning-led correction, but our expectation is that US core CPI will come in at a ...

Markets continue to price in fewer Fed cuts and a hot CPI figure could continue in this direction. Euro rates show an ...

In monthly terms, food inflation came in stronger than we had expected, printing close to a 0.8% advance for the second month ...

Global markets are settling into core trades of a firmer dollar, higher US equities and higher terminal rate from the Fed ...