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...
Tag: financial crisis
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...
New regulation for the US Banks
Banks with at least $100 billion in assets may have to comply with the new requirement. Large US banks could face a 20% increase in...
The US debt: the new markets’ highlight
The US and the world are seeing a new risk approach: the limit that Congress imposes on the total borrowing of the Treasury. This number,...
The Fed, between reforming the banking system and inflation
After presiding over the first US banking crisis since 2008, Federal Reserve officials will focus on reforming regulation. The Fed has promised to complete an...
Italy, the ECB’s problem
The European Central Bank’s tightening cycle has put Italy’s debt-to-GDP ratio on an unsustainable trajectory. A more significant surplus in Rome could offset these higher...