The European securitisation package lays the groundwork for a more diversified European funding landscape. While the full ...

Spreads between 10Y Italian and German bonds are at the tightest since 2008, helped by benign carry conditions. But we may ...

Our team examines the rapid expansion of NBFIs and the rising risks this poses for banks, the evolving role of AT1 capital, and how the EU's securitisation overhaul could reshape funding strategies ...

It’s a day before the ECB rate decision and eurozone inflation just dropped to 1.7% from 2%. That sounds more exciting than it is, as base effects in energy have done a lot of the heavy lifting here.

Loss absorption: are AT1 instruments truly loss-absorbing (via principal write-down or conversion to shares) before a bank is failing or likely to fail (going concern) or do they rather absorb losses ...

Headline inflation in the Netherlands fell for the fourth consecutive month in January, dropping notably from a revised 2.7% YoY in December to 2.2%. This was due to a sizeable decline in core ...

Non-Bank Financial Intermediaries' rapid growth is increasing their overlap with banks, raising the risk that shocks in the NBFI sector spill over through direct exposures. While these vulnerabilities ...

After plunging from record highs amid elevated volatility, precious metals attracted renewed buying interest. As market ...

As market stress eased, prices rebounded in Tuesday’s trading. Spot gold recovered more than 6%, while silver rose by around ...

EUR/USD has climbed back to 1.183, meaning it’s now trading around 0.8% above its short-term fair value in our calculations. If we are right to think US data should be relatively good today, we can ...

Turkey's January inflation rate, which came in at 4.84% month-on-month, was above both consensus and our call (both at 4.2%). However, annual inflation has maintained its downtrend with a further ...

The ECB’s fourth‑quarter 2025 lending survey indicates that moderate growth in bank lending is set to continue ...