Poland’s current account deficit reached nearly €1.5bn in September, broadly in line with consensus. On a 12-month basis, the ...

Non-Bank Financial Intermediaries (NBFIs) have grown significantly since 2008 and as a result, the sector's influence has ...

Since the ECB started its series of rate hikes, we have seen the return on assets improve by 25bp for EU banks based on EBA ...

The dollar rally is at risk of some positioning-led correction, but our expectation is that US core CPI will come in at a ...

Banks are expected to reduce their issuance of sustainable formats next year against the backdrop of overall lower issuance ...

Donald Trump and the Republican party will control all the levers of US power in January. FX markets think they know what’s ...

ECB rate cuts will benefit bank loan quality The strong tailwind from higher interest rates has come to an end. We believe ...

Bank Outlook 2025: Clearing the fog – bank risks and market shifts Our team explores what 2025 holds for banks, including the positive impact of ECB rate cuts on loan quality and the anticipated ...