sharp decline and lower dispersion since 2019
Non-performing loan (NPL) ratios of non-financial corporations declined in most EU/EEA banking systems between 2019 and 2024. On…
Employment, inflation risks roughly in balance
Federal Reserve Bank of San Francisco President Mary Daly said on Friday that she sees the Fed’s monetary…
The employment situation is worsening enough to override the tariff-induced inflation worry
Outlook Today we get the preliminary University of Michigan’s consumer sentiment index. As we know, these surveys are…
US and China play nice—for now
Wall Street tiptoed into the new week like a cat burglar in dress shoes—deliberate, quiet, and fully aware…
Bond markets were ‘orderly’ in April, but seeing rising stress in households
Federal Reserve (Fed) Board of Governors member Dr. Lisa Cook noted on Friday during a hosted event at…
FTSE stands alone amid EU holiday
EU mid-market update: FTSE stands alone amid EU holiday; Yen wobbles, oil slips and US earnings landslide approaches;…
Inflation, growth and employment coming up next
Easing US political and trade tensions lifted the market’s mood at the end of the week. The US…
Economic slowdown in Switzerland cannot be ruled out
Swiss National Bank (SNB) Chairman Martin Schlegel warned on Friday that an “economic slowdown in Switzerland cannot be…
Rate cuts could come from rising unemployment
Federal Reserve (Fed) Governor Christopher Waller told Bloomberg on Thursday that tariffs are a part of most economic…