Central bank needs to mix playing defence with going on the offensive with a new policy framework and improved communication
New standard threatens a vital funding source for sovereigns and corporates across the Middle East, Asia and beyond
Asset-backed digital currencies should not be regulated or regarded as the same as central bank money
The EU now has a unique chance to capitalise on investor doubts about the US and promote the euro as a reserve currency
While an easing of capital rules is intended to boost banks, it could also bolster the huge bets of leveraged hedge funds
As David Ricardo wrote in the early 1800s, specialisation by countries can lift the overall output and availability of goods
Credit downgrade is symbolic blow to American prestige and should spur Washington to get its fiscal house in order
Every company should think about its strategy to capture emerging opportunities
AI, big data and distributed ledger technology can rewire the industry
Mastery requires showing up, putting in the effort and sometimes staying late
China has an unmatched dominance in the processing of critical commodities
Unusual swings in markets and consensus economic narratives point to longer-term forces
Financial markets can fall fast but investors should look for where longer-term problems may be brewing
Greater internationalisation of the euro requires a more resilient financial system for the region
A deal could lower tariffs’ current prohibitive levels but they will still probably be meaningfully higher than at the start of the year
Investors should pursue a ‘barbell approach’ that focuses on high conviction public credit trades and strongly secured private credit
A correction in overvalued US stocks might explain some of the currency’s decline
Recent turmoil across capital markets should be seized on to shift the balance of power on debt covenants
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies — not just currency intervention
Authorities should take action to encourage a ‘decoupling’ from moves in Treasury yields
Mobilising private funds through the capital market offers practical solutions to combat climate crisis
Demand for US assets cannot keep up with supply without a weaker currency
The move would repeat old errors and encourage the buying of Treasury debt over private sector lending
The country offers investors an enticing value opportunity, but fiscal reform is urgently required
The Sabadell CEO on why bigger is not always better
