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US banks will benefit from the crisis that wasn't
America’s banking sector held firm after the collapse of SVB. A downturn in 2024 will test the industry but the expansion that follows holds promise.
Chart Room: Cracks in credit will see gravity kick in
The evidence of strain in the financial system is growing amid a sharp tightening of credit conditions.
Fundamentals: When boring banking is better
Fundamentals: When boring banking is better
First Republic Bank and the outlook for the financial system
First Republic Bank and the outlook for the financial system
European commercial real estate remains more robust than US
European commercial real estate remains more robust than US
CIO podcast: The recent banking turmoil and what's next
Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.
Private credit offers alternative as banking pressure rises
Private credit offers alternative as banking pressure rises
Fed hikes into the banking storm as hard landing risks rise
As expected, the impact of the past fortnight’s banking troubles was writ large on the Federal Reserve’s March meeting. But it is still raising rates.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
China’s banks have seen this show before
China’s banks have seen this show before
Certain banks struggle but sector remains solid
Certain banks struggle but sector remains solid
SVB sell-off shows where market weaknesses lie, but contagion unlikely
SVB sell-off shows where market weaknesses lie, but contagion unlikely
Trade Offs | Bank of America: Financing the transition
Bank of America CEO Brian Moynihan on the critical balancing act banks play as we transition to a low carbon and more equitable world.
Chart Room: Ukraine war cuts rate hike expectations
Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.
Credit risk at China’s SOEs in focus amid Huarong saga
China’s bond and equity markets have been rattled by concerns that state-owned enterprises could face greater default risk.
Chart Room: The rapid rise of digital payments in India
The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.
Podcast: The future of... banking
"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.
Chart Room: US debt delinquencies drop, but recession looms as unemployment surges
Household debt forbearance measures have given a temporary boost to borrowers in the US. But as unemployment surges, more supportive measures will be needed.
Chart Room: European banks’ CoCo bonds soar while equities slump
The average European bank capital ratio has never been stronger. This has led to a stark contrast in returns across bank capital structures.
Chinese banks are due for national service
As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.
Another hot summer for Italian assets
After several months of relative calm and a strong performance, Italian assets have again come under pressure amid political turmoil.
China bank shares tumble on US ruling that could trigger penalties
Shares declined on news that linked three Chinese banks to a US judge’s finding of contempt of court in a case related to North Korean sanctions violations.
No exit: Japanese banks continue to feel pain from BOJ’s easy policy
Japan’s banks need to innovate to thrive in the low interest environment rather than wait for the eventual end of the Bank of Japan’s easy monetary policies.
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