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 ...
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 ...
ECB rate cuts will benefit bank loan quality The strong tailwind from higher interest rates has come to an end. We believe ...
Non-Bank Financial Intermediaries (NBFIs) have grown significantly since 2008 and as a result, the sector's influence has ...
Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance ...
Donald Trump and the Republican party will control all the levers of US power in January. FX markets think they know what’s ...
EUR bank bond supply remained high in 2024 and is expected to reach €420bn at the end of the year. However, the YTD numbers ...
The European Bank Crisis Management and Deposit Insurance (CMDI) update might introduce not only minor adjustments to the ...
Dutch pension funds are making preparations for upcoming reforms, including protection of their funding ratios to ensure a ...
Turkey’s current account recorded another surplus in September, while its 12-month rolling deficit dropped to single digits ...
UK wage growth appears stuck in the 4.5-5% area, despite falling private sector employment and lower vacancy rates ...
Global markets are settling into core trades of a firmer dollar, higher US equities and higher terminal rate from the Fed ...