Can the recent policy measures save China’s growth target?
For a change, Europe’s banking sector appears in reasonably good shape. That’s good news, not least as supranational decision-making remains fragmented.
Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.
Supplementary capital - AT1 - gained unexpected notoriety this week. This may make banks position themselves more solidly even without regulatory pressure.
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
Immediate concerns alleviated, new concerns arise
Far fewer companies use ‘shadow’ internal water prices than carbon prices to guide business decisions.
