03/02/2022

Economic and Strategy Viewpoint - March 2022

Economic outcome of the tragic events in Ukraine likely to include higher inflation and weaker growth, taking the global economy in an even more stagflationary direction.

03/02/2022

Escalation Breeds Defensiveness

NATO countries have ratcheted up sanctions, and the Russian central bank will fear a run on the rouble with few levers to pull to stop the rout.

02/28/2022

EBA Proposals Eye Enhanced Credit Spread Risk and Standardized NII

The shift in monetary policy together with the new guidelines will certainly keep bankers and supervisory authorities busy for the foreseeable future, ensuring the European banking sector manages through the increasing interest rate cycle while protecting