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Monetary policy does not lean against booms but eases aggressively in busts while debt keeps rising inexorably
If investors had hoped Beijing crackdown was over, the disappearance of a dealmaker has fuelled worries over the contrary
Central banks may wish they’d been more careful what they’d wished for
The New York-based bank collapse in 1930 has parallels with the failure of the Silicon Valley lender
A firmer anchor is required to deal with the policy trilemma over the US economy
We should ask whether creators like banks should face more regulation or pay more in insurance premiums
Lenders have built resilience after a succession of crises but faultlines can show up in unpredictable ways
Last year’s ‘fiscal statement’ showed the need for reforms to strengthen input of the Bank of England and the OBR
Investors need to look harder at vulnerabilities across the big banking markets
The Fed should tolerate greater banking system concentration while seeking to contain moral hazard and avoiding lower rates
Central bank policy of yield curve control will inevitably unravel
The bad news is it is highly likely that achieving the central bank’s inflation target will lead to a US recession
A period of very slow activity, if not a recession, still seems likely but if growth picks up, rates will have to rise further
Many of the factors that have boosted the region’s equities in the year to date are likely to fade as 2023 progresses
Lenders are making big profits as they delay increasing interest on deposits
Recent retracement of stock market gains highlights uncertainty on rates and potential economic pain
After two decades of easy money, investors will have to manage portfolios with almost constant market challenges ahead
Congress should hold the Fed more accountable while helping it to conquer rising prices
Management of demand is not efficient in dealing with supply-driven price rises: fiscal policy must play its part
Money supply numbers have been sending important signals before and during the pandemic
If policy of yield control is phased out under incoming BoJ head Kazuo Ueda, a flight from foreign markets may accelerate
While the core tenets of passive still make sense, past performance is no guarantee of future results
Full facts on the legacy of QE need to be disclosed to maintain public confidence
Transition to world of quantitative tightening will lead to reduced liquidity, capital rationing and persistent swings in asset prices
Long-term selling by pension funds and insurance companies have seen London-listed equities decline compared with global peers
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