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Issuance has kept going by giving investors just what they want
John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
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The eurozone’s banking system is bloated, overpopulated and, from the point of view of lending, inert. It is a problem that can be fixed, but national authorities, too bogged down by national politics, aren’t the ones that are going to do it.
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Kazakh borrowers are sitting on a great window to arrange loans if they need them, even if banks are playing tougher on price. -
The spread between the weakest and strongest covered bonds is tighter than at any point in the last five years, thanks to the European Central Bank’s backstop bid. But just because the ECB is willing to buy anything and everything that qualifies as a covered bond, that doesn’t mean investors should.
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The latest figures from Germany show that the richest German states paid more than ever to their poorer compatriots last year, which will trouble politicians and voters. But Germany, and Europe in general should remember that transfers of money are only one leg of the trade.
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FX and macro volatility is back in a big way, so the succession of miserable quarters in fixed income, currencies and commodities should be over. But investment banks have not fixed long running problems with the business.
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The Bank of England's new template for stress testing UK banks might be an improbable collection of fat tail events. But there's an important, and probable, risk missing from it.
