A Credit Market Under Pressure
Last March, the rise in bond yields had shaken the American banking system, sending three regional banks into turmoil. A massive fire sale and a...
Tag: financial crisis
The crisis in the Middle East: a risk to the global economy?
Like past wars in the Middle East, the conflict between Israel and Hamas that erupted last week could potentially disrupt the global economy and even...
The worst bond market in 236 years
There has never been such a prolonged period of losses in the bond market as in the last three years. Indeed, it is challenging to...
The day after tomorrow
Not long ago, the world lived in a time when money flowed freely and was inexpensive. Interest rates in the U.S. were close to zero,...
The bond market krach: the perfect storm
Global bonds have plummeted at an astonishing speed. The yields on 10-year Treasuries will likely surpass 5%, marking the first time since 2007, after rising...
Why an American Recession Should Remain the Main Scenario
Could the Fed be wrong? In its recent projections, including the one for 2024, with a 50 bps decrease, the central bank no longer considers...
The Credit Collapse in China
As the country’s real estate companies stumble, weak disclosure standards and contradictory communications are angering global bondholders and discouraging long-term investment in China. Dalian Wanda...
Chinese Banks at the Heart of the Recovery Plan
Chinese state banks are following the path set by the Chinese party, devoting a significant portion of their energy and margin to boost domestic consumption....
The European banking sector under pressure?
The European Central Bank is set to test the resilience of the continent’s banking sector by requiring lenders to repay around 500 billion euros of...