Yield Curve (JULY 27)

GC View

Millennium Dome and Canary Wharf. Image shot 2014. Exact date unknown.

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

Leader

American gated community houses in rural US suburbs. View from above of large residential homes in small town in southwest Florida.

US mortgage market big enough to support RMBS and whole loan deals

Securitization will always reign supreme despite growing loan sales

Nick Conforti, July 10, 2025

Leader

Dedollarisation is coming

Investors cannot risk ignoring a structural shift in US debt

Sarah Ainsworth, July 10, 2025