Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
Sort our publications chronologically from newest to oldest, regardless of geography and/or topic matter.
Sort publications according to the number of time reads by our users, regardless of geography and/or topic matter.
Models suggest more than 70% probability of recession within the next 24 months. Shadow banking, business debt and risk appetite represent major red flags. Dovish Fed response has potential to negate downside risks in short-term.
Models suggest more than 50% probability of recession within the next 24 months. Global, housing and business debt represent major red flags. Fed’s strong dovish bias a response to risks. Markets digesting the balance between weaker outlook vs. lower expected interest rates. Economic fundamentals for households and financia…
The probability of a recession steadies after sharp rise at the end of 2018. Financial markets adjusts to dovish monetary policy shift and stable growth outlook. Fiscal policy risk increasing with divided White House and Congress. Pressures on …
In early 2017, retail banking activities represented 30% of EU banks’ balance sheet. The crisis triggered an increase in the orientation of banks towards their core banking activities. Driven by market forces and new regulation, retail deposits…
