Yield Curves (JULY 5)

Leader

Colleagues and friends. business colleagues in the office.

Steepeners: turns out we can all be right

Trading rule 101 says beware of overcrowded positions but some rules are meant to be broken

Sarah Ainsworth, July 17, 2025

Leader

UK regulatory reform will lead to neither boom nor bust

The government and its critics both overstate the effects of proposed reforms

Arthur Bautzer, July 17, 2025

GC View

City of London skyline from Alamy 15Jul25 575x375.jpg

UK is wise to be a follower on regulation

The UK will do better with tactical retreats on regulation than risking being outflanked by the US's wildcat banking regime

Frank Jackman, July 15, 2025

GC View

Flags of the European Union countries at the European Investment Bank, European Quarter, Luxembourg

UK needs a full fat national investment bank

The British Business Bank in its current form cannot support the UK securitization market

Tom Hall, July 15, 2025

Coben the Contrarian

What Sunak and the politico pack bring to the Street

What is a bank really buying when it pays for a former prime minister to be a special adviser? Do they really give advice, and just how special can it be?

Craig Coben, July 14, 2025

The Sustainable Economy

Sign outside of the International Finance Corporation, IFC, part of the World Bank Group.

US Treasury sued for gaps in IFC’s climate disclosure

International Finance Corp does not release assessments of whether lower-carbon alternative projects would be viable

Jon Hay, July 11, 2025