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RGE STRATEGY FLASH

Fool’s Gold at the End of the ECB Rainbow?

By Jennifer Kapila Aug 30, 2010

RGE STRATEGY FLASH

Squeezing Stimulus Out of the MBS Market

By David Nowakowski Aug 11, 2010

RGE STRATEGY VIEW

Don’t Bet the Banks on an EZ Stress Test

By Jennifer Kapila, Elisa Parisi-Capone, Arnab Das and David Nowakowski Aug 12, 2010

RGE STRATEGY FLASH

Deus Ex Machina

By Arun Motianey Aug 11, 2010

RGE STRATEGY VIEW

Spain’s Financial Sector: Prepared for Pain

By Jennifer Kapila and David Nowakowski Jun 18, 2010

Mark-to-Market Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

Asia/Pacific

South Korea: Financial Sector

Will South Korea’s Banking Sector Remain Stable in 2010?

How Will the Korea Development Bank Be Privatized?

North East Asia : South Korea : Asia/Pacific : Finance and Banking : Banks and Risk Management :

Australia: Financial Sector

Australian Credit Growth: A Return to Deleveraging?

Australian Post-Crisis Financial Regulation: Will Reforms Prevent Another Boom and Bust?

Australia : Pacific : Asia/Pacific : Finance and Banking : Banks and Risk Management : Hedge Funds and Private Equity : Real Estate and Mortgage Finance : Securitization and Structured Finance :

China: Banking Sector

How Solid Are Chinese Banks?

Chinese Bank Lending Slows: Constraining Growth or Preventing Risks?

China : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Islamic Finance

Will the New Islamic Derivatives Standard Provide More Scope for Islamic Risk Management?

Islamic Finance: How Insulated from Conventional Shocks?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : South East Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks and Risk Management : Derivatives : Securitization and Structured Finance :

Japan: Banking Sector

Should Japanese Banks Bail Out Ailing Companies?

Japanese Moratorium on Loan Repayments: Will It Ease the Hurt From Ongoing Asset Collapse?

Japan : North East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management :

Malaysia: Banking Sector

Is Malaysia’s Banking Sector Stabilizing?

Malaysia : South East Asia : Asia/Pacific : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation :

Taiwan: Banking Sector

How Are Taiwan's Banks Weathering the Global Financial Crisis?

North East Asia : Taiwan : Asia/Pacific : Finance and Banking : Banks and Risk Management :

Europe

Russia: Banking Sector

Russian Banking System: Gradual Recovery in Lending

More Consolidation On the Way for Russian Banking Sector?

Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Finance and Banking : Banks and Risk Management :

EU Bank Stress Tests

EU Interbank Stress: ECB Delays Exit Strategy to at least January 2011

EU Stress Test Results Revisited: What if Sovereign Haircuts are Included?

Eurozone : Spain : Advanced Economies : Europe : Finance and Banking : Macro View : Banks and Risk Management : Systemic Risk, Vulnerabilities and Asset Bubbles :

Bank Capital Requirements

Toward Basel III: BIS Estimates The Effect on Growth

Europe : North America : Finance and Banking : Geostrategic and Long Term Issues : Banks and Risk Management :

Eastern Europe: Banking Sector

FX-Denominated Lending in Eastern Europe: Strong Swiss Franc Creates Anxiety

Central and Eastern Europe: NPLs at Their Peak

Bulgaria : Central Europe : Croatia : Czech Republic : Hungary : Poland : Romania : Serbia : Slovakia : South East Europe : Europe : Finance and Banking : Banks and Risk Management :

Too-Big-To-Fail Banks

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

Contingent Convertibles (CoCos) Against Too-Big-To-Fail: A Viable Tool?

Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Banks and Risk Management : Financial Systems and Regulation :

Nordics: Banking Sector

Norwegian Banks: Crisis Weathered, but Mortgage Lending a Concern

Expiring State Guarantees Threat to Danish Banks

Denmark : Finland : Iceland : Nordics : Norway : Sweden : Europe : Finance and Banking : Macro View : Banks and Risk Management : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Greece: Banking Sector

Parsing the ECB's Securities Markets Program

France and Germany Call for Ban on "Naked" CDS; U.S. Regulates Them Instead

Eurozone : Greece : Europe : Finance and Banking : Banks and Risk Management :

Ireland: Banking Sector

Is Ireland's Banking Crisis Manageable?

Hybrid EU Bank Capital: Upcoming Rules Spur Banks to Design New Bonds

Eurozone : Ireland : Europe : Finance and Banking : Banks and Risk Management :

The European Financial Stability Framework

European-Wide Micro- and Macro-Prudential Regulation: Leaders Give Backing

EU Hedge Fund and Private Equity Groups: Finance Ministers Agree to Mitigate Fund Regulation

Europe : Finance and Banking : Macro View : Banks and Risk Management : Financial Systems and Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles :

Ukraine Banks

Ukraine Banking Sector: Crawling Back to Recovery?

Central Asia and the Caucasus : Russia, CIS and the Caucasus : Ukraine : Europe : Finance and Banking : Banks and Risk Management :

France: Banking Sector

France to Adopt One-Off Bonus Tax

Eurozone : France : Europe : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation :

Turkey: Banking Sector

A Banner 2009 for Turkish Banks: What About 2010?

Turkey's Banking Sector: How Healthy?

Turkey : Europe : Finance and Banking : Banks and Risk Management :

Western European Banks' Support of their Eastern Counterparts

Vienna Initiative: Western Europe Banks Pledge Continued Support to Eastern Europe Subsidiaries

Austria : Baltics : Bulgaria : Central Europe : Croatia : Czech Republic : Eurozone : Greece : Hungary : Italy : Poland : Romania : Serbia : South East Europe : Sweden : Europe : Finance and Banking : Banks and Risk Management :

Italy: Banking Sector

Italian Banks Under Pressure: Moody's Downgrades Italian Banking System To Negative

Italy : Europe : Finance and Banking : Banks and Risk Management :

Latin America

Argentina's Debt Default

Argentina's Efforts to Re-Enter International Capital Markets

International Reserves, Private Deposits and the Argentine Peso

Argentina : Latin America : Finance and Banking : Markets : Banks and Risk Management : Financial Systems and Regulation : Government Bonds :

International Reserves and Private Deposits in Argentina

International Reserves, Private Deposits and the Argentine Peso

Argentina : Latin America : Finance and Banking : Asset Management and Portfolio Choice : Banks and Risk Management : Financial Systems and Regulation :

Middle East and Africa

Middle East: Economic Profile

How Strong Will MENA FDI Be in 2010?

Levant Real Estate: A New Property Bubble?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Lebanon, Syria and Jordan : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Saudi Arabia: Financial Sector

How Strong is the Saudi Financial Sector?

Saad and Algosaibi Groups: Potential for Systemic Risk Throughout the GCC?

Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation :

Islamic Finance

Will the New Islamic Derivatives Standard Provide More Scope for Islamic Risk Management?

Islamic Finance: How Insulated from Conventional Shocks?

Gulf Cooperation Council : Kuwait, Qatar, Bahrain, Oman : Saudi Arabia : South East Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks and Risk Management : Derivatives : Securitization and Structured Finance :

Iran: Banking System

Is Iran's Banking System in Crisis?

Conflicts Between the Central Bank of Iran and the Government

Iran : Middle East and Africa : Finance and Banking : Banks and Risk Management :

North America

Mark-to-Market Accounting

FAS 140 Revision Drives Re-Intermeditation of US$900 Billion Off-Balance-Sheet Assets: What Impact?

New IASB/FASB Proposals Expand Fair Value Accounting: A Step Forward?

United States : Advanced Economies : North America : Finance and Banking : Banks and Risk Management :

Bank Capital Requirements

Toward Basel III: BIS Estimates The Effect on Growth

Europe : North America : Finance and Banking : Geostrategic and Long Term Issues : Banks and Risk Management :

Too-Big-To-Fail Banks

EU Lawmakers Approve Tough Bank Bonus Rules, Debate Bank Tax

Contingent Convertibles (CoCos) Against Too-Big-To-Fail: A Viable Tool?

Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Banks and Risk Management : Financial Systems and Regulation :

The Troubled Asset Relief Program (TARP)

Large Banks Repay TARP Capital: What Has It Achieved?

United States : North America : Finance and Banking : Macro View : Banks and Risk Management : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :

Federal Deposit Insurance Corporation Guarantee Programs

Banks' Dash to Short-Term Financing: What is the Rollover Risk?

United States : North America : Finance and Banking : Banks and Risk Management : Financial Systems and Regulation :

Securitization

Financial Innovation and Securitizations: What Prospects After Reintermediation in 2010?

The Case Against Fix Retention Rules in Securitizations: BIS and IMF Global Financial Stability Report, Chapter II

United States : North America : Finance and Banking : Banks and Risk Management : Capital Market Intermediaries : Securitization and Structured Finance :

U.S. Stress Tests and Additional Capital Needs

United States: IMF Conducts Stress Test for the 53 Largest BHCs

IMF Cuts Global Bank Loss Estimate to $2.3 Trillion From $2.8 Trillion

United States : North America : Finance and Banking : Banks and Risk Management :

Interbank Markets

Interbank and Credit Markets Improving: Mission Accomplished?

The Myriad of Government Spending Lending Facilities: Are the Programs Working?

North America : Finance and Banking : Markets : Banks and Risk Management : Money Markets :

RGE Analysis

CROSS ASSET MONTHLY

Credit: Who Gets Their Pound of Flesh?

David Nowakowski Aug 31, 2010

CROSS ASSET MONTHLY

Currencies: The End of Exuberance

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Emerging Markets: At the Cross Roads

Natalia Gurushina Aug 31, 2010

CROSS ASSET MONTHLY

Fixed Income: Unconventional Policies Create Uncertainty

Arun Motianey Aug 31, 2010

CROSS ASSET MONTHLY

Equities: Über Competitive Germany

Gina Sanchez Aug 31, 2010

CROSS ASSET MONTHLY

Executive Summary: States of Flux: Stay Risk Averse

Arnab Das Aug 31, 2010

CROSS ASSET MONTHLY

Financial Institutions: Cracks in the EZ Façade

Jennifer Kapila Aug 31, 2010

RGE STRATEGY FLASH

Fool’s Gold at the End of the ECB Rainbow?

By Jennifer Kapila Aug 30, 2010

Approaching a Dangerous Stall Speed

By Nouriel Roubini, Christian Menegatti and Prajakta Bhide Aug 27, 2010

Europe Focus: Periphery Bank Borrowings; German H2 Preview; Romania's IMF Loan Risk

By RGE's Europe Analyst Team Aug 27, 2010

RGE STRATEGY VIEW

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

LatAm Focus: Brazil’s Inflation Reaches Bottom; Mexico on a Rocky Growth Path

By Bertrand Delgado, Juan Lorenzo Maldonado and Ana Pulido Aug 25, 2010

RGE STRATEGY VIEW

Don’t Bet the Banks on an EZ Stress Test

By Jennifer Kapila, Elisa Parisi-Capone, Arnab Das and David Nowakowski Aug 12, 2010

Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform

By Elisa Parisi-Capone, Katharina Jungen, Parul Walia, Rachel Ziemba, David Rogovic, Mary Stokes and Frances Donald Aug 6, 2010

LATAM FOCUS

Tightening Cycle to Continue in Chile and Peru

By Bertrand Delgado and Juan Lorenzo Maldonado Aug 4, 2010

MENA Focus: Grasping for a New Normal for MENA Credit

By Rachel Ziemba, Ayah El Said and Maya Rusinowicz Aug 4, 2010

Beware! Here Be UDICs: Demystifying China's Local Government Debts

By Adam Wolfe Aug 2, 2010

RGE STRATEGY VIEW

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia

By Elisa Parisi-Capone, Katharina Jungen, Rachel Ziemba, David Rogovic, Mikko Forss and Jelena Vukotic Jul 30, 2010

RGE STRATEGY VIEW

Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear

By Arnab Das, Natalia Gurushina, Arun Motianey, David Nowakowski, Gina Sanchez and Jennifer Kapila Jul 27, 2010

RGE STRATEGY FLASH

Chronicle of a Stress Test Foretold

By Jennifer Kapila, Elisa Parisi-Capone and Arnab Das Jul 26, 2010

LatAm Focus: Brazil Takes Its Next Monetary Step

By Bertrand Delgado, Juan Lorenzo Maldonado and Alex Giron Jul 20, 2010

Rising Risks in Hungary: The Latest Flashpoint

By Mary Stokes Jul 20, 2010

RGE STRATEGY VIEW

Belgium: The New Maginot Line of the EZ Crisis?

By Katharina Jungen, Elisa Parisi-Capone, Jennifer Kapila and Arun Motianey Jun 23, 2010

RGE STRATEGY VIEW

Spain’s Financial Sector: Prepared for Pain

By Jennifer Kapila and David Nowakowski Jun 18, 2010

Adjustment Dynamics in Spain: Will Belt-Tightening Cinch Off Growth?

By Elisa Parisi-Capone Jun 10, 2010

RGE STRATEGY VIEW

Financial Regulation: The Devil in the Details

By Jennifer Kapila, Parul Walia and Arnab Das May 26, 2010

Global Market Strategy Q2 2010: Banking Sector

By Jennifer Kapila Apr 28, 2010

Greece/EZ Crisis: Slow Motion Train Wreck of Greek Bank Contagion Accelerates

By Arnab Das, Jennifer Kapila and Elisa Parisi-Capone Apr 9, 2010

Will Europe's PIGS Learn to Fly?

By Nouriel Roubini and Arnab Das Feb 11, 2010

Global Banking: After a Banner Year, a 2010 Reckoning?

By Jennifer Kapila Jan 21, 2010

The Greece Dilemma: Sovereign Debts Imperiling the Euro and Challenging EU Ties

By Arnab Das, Elisa Parisi-Capone and Natalia Gurushina Jan 19, 2010

Come to Mother: An RGE Strategy for the 2010 Carry Trade

Arnab Das, Natalia Gurushina, Jennifer Kapila, Elisa Parisi-Capone Jan 4, 2010

CoCos: No Antidote to Go-Go Boom-Bust Cycles

By Jennifer Kapila and Arnab Das Dec 8, 2009

How Much Are Eurozone Banking Systems Borrowing from the ECB?

By Elisa Parisi-Capone Dec 3, 2009

Comparing Three Crises

Mikka Pineda Sep 9, 2009

Turkey's Banking Sector: Picture of Health

Mary Stokes and David Rogovic Aug 5, 2009

UK Banking Sector Reforms: Merits and Uncertainties

Salman Ahmed Aug 4, 2009

East Asian Bank Sector Reform Since 1997

Mikka Pineda Jul 22, 2009

Swedish Banks: Could They Get Burned by Heavy Baltic Exposure?

Mary Stokes and David Rogovic Jun 24, 2009

The Systemic Effects of Countrywide Going Bust…

Nouriel Roubini May 21, 2009

Will a "Bad Bank" Provide a Solution to Kuwait's Financial Woes?

Ayah el Said and Rachel Ziemba May 17, 2009

Are Australian Banks Better Off Than Those in the U.S. and EU?

Mikka Pineda May 14, 2009

Stress-Testing Islamic Finance

Ayah el Said and Rachel Ziemba May 10, 2009

Ten Reasons Why the Stress Tests Are "Schmess" Tests and Why the Current Muddle-Through Approach to the Bank Crisis May Not Succeed

Nouriel Roubini May 8, 2009

It is Time for a Special Insolvency Regime for Systemically Important Financial Institutions (Non-Bank Financial Firms and Bank Holding Companies)

Nouriel Roubini Mar 25, 2009

How Low Can the Stock Markets Go? Much Lower

Nouriel Roubini Mar 9, 2009

Eastern Europe: The Makings of a Cross-Border Banking Nightmare?

Mary Stokes Feb 23, 2009

Post Mortem - Lehman CDS Settlement: US$360 Billion or US$6 Billion?

Elisa Parisi-Capone Oct 23, 2008

Lehman CDS Payout on October 21: $360 Billion or $6 Billion?

Elisa Parisi-Capone Oct 15, 2008

Revisiting my February Paper “The Risk of a Systemic Financial Meltdown: The 12 Steps to Financial Disaster”… and Some New Policy Recommendations to Avoid the Meltdown

Nouriel Roubini Oct 8, 2008

The Fed Keeps on Wasting Time While the Mother of All Bank Runs is Underway

Nouriel Roubini Oct 6, 2008

Financial and Corporate System is in Cardiac Arrest: The Risk of the Mother of All Bank Runs

Nouriel Roubini Oct 3, 2008

The U.S. and Global Financial Crisis is Becoming Much More Severe in Spite of the Treasury Rescue Plan. The Risk of a Total Systemic Meltdown is Now as High as Ever

Nouriel Roubini Sep 29, 2008

Is Purchasing $700 billion of Toxic Assets the Best Way to Recapitalize the Financial System? No! It is Rather a Disgrace and Rip-Off Benefitting only the Shareholders and Unsecured Creditors of Banks

Nouriel Roubini Sep 28, 2008

HOME (Home Owners’ Mortgage Enterprise): A 10 Step Plan to Resolve the Financial Crisis

Nouriel Roubini Sep 24, 2008

The Demise of the Shadow Banking System

Elisa Parisi-Capone Sep 24, 2008

The Unraveling of the Shadow Banking System Moves to Hedge Funds as Schmalpha Replaces Alpha

Nouriel Roubini Sep 23, 2008

If Lehman Collapses, Expect a Run on All of the Other Broker Deals and the Collapse of the Shadow Banking System

Nouriel Roubini Sep 17, 2008

Who is Going to Rescue the Hundreds of Busted U.S. Banks? Don’t Count on Suckering Again the Foreign Governments (the Sovereign Wealth Funds). And the Biggest Fire Sale in the History of Humanity…

Nouriel Roubini Jul 25, 2008

The Coming Systemic Bust of the U.S. Banking System: “Dead Stocks Rallying”

Nouriel Roubini Jul 20, 2008

Insolvency of the Fannie and Freddie Predicted Here Two Years Ago. What Happens Next? Or How to Avoid the “Mother of All Bailouts”

Nouriel Roubini Jul 11, 2008

The Delusional Complacency That the "Worst is Behind Us" is Rapidly Melting Away... and the Risk of Another Run Against Systemically Important Broker Dealers

Nouriel Roubini Jun 27, 2008

Ten Fundamental Issues in Reforming Financial Regulation and Supervision in a World of Financial Innovation and Globalization

Nouriel Roubini Mar 31, 2008

Editor's Pick: Rising Tigers of the Chinese Banking Sector

Rachel Ziemba Mar 31, 2008

Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.

Nouriel Roubini Feb 8, 2008

The Rising Risk of a Systemic Financial Meltdown: The Twelve Steps to Disaster

Nouriel Roubini Feb 5, 2008

EconoMonitors

Finance & Markets Monitor

No One Left to Sell CDOs To? Sell to Yourself!

Barry Ritholtz Aug 27, 2010

Finance & Markets Monitor

Bond Bubble?

Barry Ritholtz Aug 19, 2010

Finance & Markets Monitor

AFL-CIO: Stronger Financial Reform Would Have Saved Jobs

Simon Johnson Aug 19, 2010

Finance & Markets Monitor

Why Bankers’ Pay Is the Government’s Business

Lucian Bebchuk Aug 17, 2010

Global Macro EconoMonitor

Toto, We’re Not in Kansas Anymore: Exploring the Post-tornado Contours of the Financial System

Laura Kodres Aug 16, 2010

Nouriel Roubini's EconoMonitor

Gordon Gekko Reborn

Nouriel Roubini Aug 13, 2010

Peterson Institute for International Economics Monitor

Europe’s Stress Tests: Not Reassuring

Morris Goldstein and Steve Weisman Aug 12, 2010

Europe EconoMonitor

Stress-Testing European Banks

Robert M. Cutler Aug 6, 2010

Peterson Institute for International Economics Monitor

Europe’s Stress Tests: Only One Step Toward Banking Repair

Nicolas Veron Aug 4, 2010

Finance & Markets Monitor

Punishing Shareholders? Nonsense

Barry Ritholtz Aug 3, 2010

Finance & Markets Monitor

How to Pay a Banker

Lucian Bebchuk Aug 2, 2010

Finance & Markets Monitor

The Tilted Playing Field

James Kwak Aug 2, 2010

Peterson Institute for International Economics Monitor

The EU Stress Tests and the Experience in Spain

Angel Ubide Jul 30, 2010

Finance & Markets Monitor

Required Intellectual Capital

Simon Johnson Jul 30, 2010

Finance & Markets Monitor

Do the Latest European Bank Lending Numbers Reveal a Major Headache Looming For the ECB?

Edward Hugh Jul 30, 2010

Global Macro EconoMonitor

What Lies Ahead For the US Economy? The Global Economy?

Fabius Maximus Jul 29, 2010

Asia EconoMonitor

The PBoC Can’t Easily Raise Interest Rates

Michael Pettis Jul 28, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Most Stocks Fall as Economic Growth Concerns Outweighed Strong Corporate Earnings

Obinnaya Okwara Jul 28, 2010

RGE Analysts' EconoMonitor

RGE’s Wednesday Note: Still Stressed After Tests

Jennifer Kapila, Elisa Parisi-Capone, and Arnab Das Jul 28, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Strong Bank Earnings and Softer Capital Rules

Ibrahim Gassambe Jul 27, 2010

Europe EconoMonitor

Under Stress

Edward Hugh Jul 26, 2010

RGE Analysts' EconoMonitor

European Market Snapshot: Stocks Rise on Bank Stress Test Results and U.S. Home Sales Data

Obinnaya Okwara Jul 26, 2010

Nouriel Roubini's EconoMonitor

Roubini on CNBC's Squawk Box - U.S. Economic Outlook and European Stress Tests

Nouriel Roubini Jul 26, 2010

Peterson Institute for International Economics Monitor

Why the European Bank Stress Tests Are So Important

Anders Aslund Jul 23, 2010

Europe EconoMonitor

EFSF-Delusions of Safety

Satyajit Das Jul 19, 2010

US EconoMonitor

Who Steered You Wrong About the GS Case?

Barry Ritholtz Jul 16, 2010

US EconoMonitor

Tim Geithner’s Ninth Political Life

Simon Johnson Jul 16, 2010

US EconoMonitor

The New Finance Bill: A Mountain of Legislative Paper, a Molehill of Reform

Robert Reich Jul 16, 2010

Finance & Markets Monitor

The Future of Finance: International Edition

Simon Johnson Jul 15, 2010

US EconoMonitor

The Kanjorski Surprise – Now It Gets Interesting

Simon Johnson Jul 9, 2010

Finance & Markets Monitor

State Banking, Globally

Simon Johnson Jul 8, 2010

Global Macro EconoMonitor

What Do Banking Crises Have to Do with Consumption?

Michael Pettis Jul 6, 2010

Finance & Markets Monitor

“They Have Their Exits”: Bank Survival 1983-2010

Alex Pollock Jul 5, 2010

Europe EconoMonitor

Bank Stress, ECB Liquidity Withdrawal Efforts, Deflation Fears Rattle Markets

Yves Smith Jun 30, 2010

Finance & Markets Monitor

A Final Chance to Strip Down Regulatory Reform

Joseph Mason Jun 30, 2010

Finance & Markets Monitor

What Is Goldman Sachs Thinking?

Simon Johnson Jun 29, 2010

Finance & Markets Monitor

JP Morgan Responds to Financial Reform: The Poison Pill Strategy

Simon Johnson Jun 28, 2010

Europe EconoMonitor

More on the Coming European Bank Stress Test Fiasco

Yves Smith Jun 28, 2010

Finance & Markets Monitor

“Chuck Prince” Is Going to Run This Bank (Into the Ground)

Simon Johnson Jun 23, 2010

US EconoMonitor

Dead On Arrival: Financial Reform Fails

Simon Johnson Jun 21, 2010

Finance & Markets Monitor

Don’t Gut Proxy Access

Lucian Bebchuk Jun 21, 2010

Finance & Markets Monitor

Time for Legal Liability for Rating Agencies

Barry Ritholtz Jun 18, 2010

US EconoMonitor

White House Opposing Key Measure in Shareholder v. Bank Executive Pay Reform Fight

Yves Smith Jun 18, 2010

Europe EconoMonitor

Wishful Thinking - Part 2

Satyajit Das Jun 17, 2010

US EconoMonitor

Making Rating Agencies Liable for All of Wall Street’s Wrongs Is Not Right

Joseph Mason Jun 17, 2010

Finance & Markets Monitor

Why "Living Wills" Fail

Simon Johnson Jun 17, 2010

Europe EconoMonitor

Chart of the Day: Exposures to Greece, Ireland, Portugal and Spain

Edward Harrison Jun 17, 2010

Europe EconoMonitor

Spain Is About to Make Trouble for German and French Banks

Yves Smith Jun 17, 2010

US EconoMonitor

GSEs: $1 Trillion Dumping Ground for Bad Bank Loans

Barry Ritholtz Jun 14, 2010

US EconoMonitor

Don’t Forget the Kanjorski Amendment

Simon Johnson Jun 14, 2010

US EconoMonitor

Decision Time: Has the President Abandoned Paul Volcker’s Ideas on Financial Reform?

Simon Johnson Jun 10, 2010

Finance & Markets Monitor

Richard Fisher (Federal Reserve Bank of Dallas): Larry Summers, the G20, and Financial Dementia

Simon Johnson Jun 7, 2010

Europe EconoMonitor

On the Maybe Not So Slow Motion European Train Wreck

Yves Smith Jun 6, 2010

Finance & Markets Monitor

Six Banks Made $51 Billion in ‘09 (The rest lost money)

Barry Ritholtz Jun 6, 2010

Nouriel Roubini's EconoMonitor

Roubini on Too Big to Fail

Nouriel Roubini Jun 3, 2010

Global Macro EconoMonitor

Random Shots on Global Monetary Policy, Martin Wolf and Small Business Lending

Claus Vistesen Jun 3, 2010

Finance & Markets Monitor

Europe Sets Taxing Questions

Robert M. Cutler Jun 3, 2010

Finance & Markets Monitor

Eugene Fama: “Too Big to Fail” Perverts Activities and Incentives

Simon Johnson Jun 3, 2010

US EconoMonitor

Why Is Washington Dithering with Unemployment High?

Yves Smith Jun 3, 2010

US EconoMonitor

Bankers Have Been Sold Short

Mark Thoma Jun 3, 2010

Finance & Markets Monitor

Punting the Bill: Heading into Overtime in the Game of Financial Industry Regulatory Reform

Daniel Alpert Jun 2, 2010

Europe EconoMonitor

Turkey: Addendum to Giving Credit Its Due Credit

Emre Deliveli Jun 2, 2010

Finance & Markets Monitor

RGE's Wednesday Note: Whither the Regulatory Winds?

Jennifer kapila, Parul Walia, and Arnab Das Jun 2, 2010

Finance & Markets Monitor

The Consensus on Big Banks Shifts, but Not at Treasury

Simon Johnson Jun 1, 2010

Emerging Markets Monitor

Chinese Monetary Official: Housing Risk Greater than in US, UK Pre-Crisis

Yves Smith Jun 1, 2010

Europe EconoMonitor

Giving Credit Its Due Credit

Emre Deliveli Jun 1, 2010

Finance & Markets Monitor

So Damn Little Money

Simon Johnson May 27, 2010

Finance & Markets Monitor

Regulation vs. Structural Change

James Kwak May 26, 2010

Finance & Markets Monitor

Obama's Regulatory Brain

Robert Reich May 26, 2010

Finance & Markets Monitor

Deposit Insurance: The Forgotten Moral Hazard

Alex Pollock May 26, 2010

Finance & Markets Monitor

Rating the Raters

Lucian Bebchuk May 25, 2010

US EconoMonitor

Constructive Populism

James Kwak May 19, 2010

Finance & Markets Monitor

Thinking About Financial Reform

Simon Johnson May 17, 2010

Europe EconoMonitor

European Interbank Markets Stress Rises over Counterparty Fears

Yves Smith May 17, 2010

RGE Analysts' EconoMonitor

How Would Banks Play Carbon Markets?

Lee Hudson Teslik May 16, 2010

Finance & Markets Monitor

Impossible Wall Street Fixes

Barry Ritholtz May 16, 2010

Finance & Markets Monitor

Long Awaited Fixes for Credit Ratings Agencies

Barry Ritholtz May 14, 2010

Finance & Markets Monitor

Senator Kaufman Was Right – Our Financial System Has Become Dangerous

Simon Johnson May 13, 2010

Finance & Markets Monitor

Our Eurozone Call in October 2008 and Banking Reform Today

Simon Johnson May 13, 2010

Finance & Markets Monitor

Return of the Swap Lines

David E. Altig May 13, 2010

Emerging Markets Monitor

Beijing’s Stop-and-Go Measures

Michael Pettis May 13, 2010

Finance & Markets Monitor

Get Me ReWrite!

Barry Ritholtz May 13, 2010

Finance & Markets Monitor

Were the Ratings Agencies Duped Rather than Dumb?

Yves Smith May 13, 2010

Finance & Markets Monitor

Lincoln to the Rescue

Robert Reich May 13, 2010

Finance & Markets Monitor

More Investigations of Wall Street

Mark Thoma May 13, 2010

RGE Analysts' EconoMonitor

A Mixed Picture from China’s Data Dump, but Still Not Tightening

Adam Wolfe May 12, 2010

Nouriel Roubini's EconoMonitor

Roubini CNNMoney Interview: EU Band-Aid, Crisis Economics, Financial Regulation

Nouriel Roubini May 12, 2010

Finance & Markets Monitor

Financial Reform for the Long Term

James Kwak May 6, 2010

US EconoMonitor

Apple Isn’t the Problem. Wall Street’s Big Banks Are the Problem.

Robert Reich May 6, 2010

US EconoMonitor

Fake Debate: The Senate Will Not Vote on Big Banks

Simon Johnson May 4, 2010

US EconoMonitor

The Rebirth of Regulation

Robert Reich May 4, 2010

Finance & Markets Monitor

Incentives, Complexity, and the Blame Game

Yves Smith May 3, 2010

Finance & Markets Monitor

“Most Observers” Do Not Agree with Larry Summers on Banking

Simon Johnson May 3, 2010

Finance & Markets Monitor

If SEC v. Goldman Typifies the Crisis, Congressional Reform Misses the Point

Joseph Mason Apr 29, 2010

Finance & Markets Monitor

An SEC Attorney Weighs In . . .

Barry Ritholtz Apr 27, 2010

US EconoMonitor

The Importance of Getting Wall Street Out of Washington, and Washington Out of Wall Street

Robert Reich Apr 27, 2010

US EconoMonitor

The Republicans Help Reform, Inadvertently

Simon Johnson Apr 27, 2010

Global Macro EconoMonitor

Fair and Substantial - Taxing the Financial Sector

Carlo Cottarelli Apr 26, 2010

Finance & Markets Monitor

Reverse Engineering AAA Ratings

Barry Ritholtz Apr 25, 2010

Finance & Markets Monitor

Blankfein: Suit Against Goldman Will “Hurt America”

Yves Smith Apr 22, 2010

Finance & Markets Monitor

The Two Issues to Watch on Financial Reform

Mark Thoma Apr 22, 2010

Finance & Markets Monitor

Is Goldman’s Hardball Stance a Big Mistake?

Yves Smith Apr 21, 2010

Finance & Markets Monitor

Why Did Bad Bonds Get Good Ratings?

Mark Thoma Apr 21, 2010

Finance & Markets Monitor

Break Up the Banks

Simon Johnson Apr 20, 2010

Finance & Markets Monitor

SEC/CDO Litigation: Why Aren’t the Collateral Managers Being Sued Too?

Yves Smith Apr 20, 2010

Finance & Markets Monitor

Mitch McConnell Gets it Wrong

Robert Reich Apr 20, 2010

Finance & Markets Monitor

Pitchforks, Vampire Squids, and Simon Johnson's Robespierre Moment

Edward Harrison Apr 20, 2010

US EconoMonitor

Goldman Sachs: Too Big to Obey the Law

Simon Johnson Apr 19, 2010

US EconoMonitor

The Politics of the Goldman Fraud Case

Edward Harrison Apr 19, 2010

Finance & Markets Monitor

The Only Way to Prevent Another Bailout of Wall Street is to Cap the Size of Wall Street’s Big Banks

Robert Reich Apr 16, 2010

Finance & Markets Monitor

SEC Charges Goldman with Fraud

James Kwak Apr 16, 2010

Finance & Markets Monitor

SEC Sues Goldman for Fraud

Yves Smith Apr 16, 2010

Finance & Markets Monitor

Senator Lincoln Proposed Segregating Derivatives Units of Commercial Banks

Yves Smith Apr 15, 2010

Finance & Markets Monitor

JPMorgan Is Not Substantially Increasing Lending Anytime Soon

Edward Harrison Apr 15, 2010

US EconoMonitor

Senator McConnell Is Wrong, Senator Kaufman Is Right. Any Questions?

Simon Johnson Apr 15, 2010

Nouriel Roubini's EconoMonitor

Roubini on AEI Panel - The Deflating Bubble, Part VII: Is It Over?

Nouriel Roubini Apr 14, 2010

RGE Analysts' EconoMonitor

Is Chinese Property Overheating or Cooling Off?

Adam Wolfe Apr 14, 2010

Finance & Markets Monitor

Why Believe Bank Earnings Yet?

Joseph Mason Apr 14, 2010

Europe EconoMonitor

Ignorance Is Strength

Emre Deliveli Apr 14, 2010

US EconoMonitor

An Improved Version of Bailout Math

Barry Ritholtz Apr 13, 2010

US EconoMonitor

Declining Bailout Costs or Bad Math?

Barry Ritholtz Apr 12, 2010

Nouriel Roubini's EconoMonitor

How to Reduce Risk on Wall Street? Make Banks Pay.

Matthew Richardson and Nouriel Roubini Apr 9, 2010

Asia EconoMonitor

Who Will Pay for China’s Bad Loans?

Michael Pettis Apr 8, 2010

Finance & Markets Monitor

Breaking Up Big Banks: as Usual, Benefits Come with a Side of Costs

David E. Altig Apr 8, 2010

Finance & Markets Monitor

Break Up the Banks

Robert Reich Apr 8, 2010

US EconoMonitor

LSAPs: A Tale of Overkill

Models & Agents Apr 8, 2010

Finance & Markets Monitor

What Would Really End “Too Big to Fail”?

Simon Johnson Apr 8, 2010

Emerging Markets Monitor

A Reply to My Critics on Local Debt

Victor Shih Apr 7, 2010

Finance & Markets Monitor

Jamie Dimon Complains About Demonization of MegaBanks

Yves Smith Apr 2, 2010

US EconoMonitor

Capital Requirements Are Not Enough

Simon Johnson Apr 1, 2010

Emerging Markets Monitor

China’s Debt Bubble: When Will the Ponzi Unravel?

Yves Smith Apr 1, 2010

Finance & Markets Monitor

Fraud on the Street

Robert Reich Apr 1, 2010

Europe EconoMonitor

Thoughts on the Eurozone, Greece, and the EMF

Rebecca Wilder Mar 30, 2010

US EconoMonitor

Volcker, Warren, and Kaufman: There Must Be New Law

Simon Johnson Mar 29, 2010

US EconoMonitor

Senator: Which Part of "Too Big to Fail" Do You Not Understand?

Simon Johnson Mar 26, 2010

US EconoMonitor

More Foreclosures, Please . . .

Barry Ritholtz Mar 25, 2010

US EconoMonitor

Financial Reform: Will We Even Have a Debate?

Simon Johnson Mar 25, 2010

Finance & Markets Monitor

Debunking Michael Lewis' Subprime Short Hagiography

Yves Smith Mar 25, 2010

US EconoMonitor

The Administration Starts to Fight on Banking, but for What?

Simon Johnson Mar 23, 2010

Finance & Markets Monitor

Credit Default Swaps Are Not the Problem

Charles Davi Mar 22, 2010

US EconoMonitor

Volcker and Bernanke: So Close and Yet So Far

Simon Johnson Mar 22, 2010

US EconoMonitor

Could the U.S. Become Another Ireland?

Simon Johnson Mar 19, 2010

US EconoMonitor

Explaining the Impact of Ultra-Low Rates to Greenspan

Barry Ritholtz Mar 19, 2010

Finance & Markets Monitor

Dog Bites Man

Mark Thoma Mar 19, 2010

Finance & Markets Monitor

Paid to Fail

Lucian Bebchuk Mar 19, 2010

Finance & Markets Monitor

Questions and Answers about the Financial Crisis

Mark Thoma Mar 17, 2010

US EconoMonitor

Dodd Offers Improvement, But Not Finality

Joseph Mason Mar 17, 2010

Finance & Markets Monitor

Enron and Merrill, Greece and Goldman

Simon Johnson Mar 16, 2010

RGE Analysts' EconoMonitor

Kuwait Finally Going the Whole Nine Yards?

Ayah el Said and Rachel Ziemba Mar 15, 2010

Finance & Markets Monitor

Time to Regulate Derivatives (Like Every Other Financial Instrument)

Barry Ritholtz Mar 11, 2010

Finance & Markets Monitor

Business Economists on the CFPA

James Kwak Mar 11, 2010

US EconoMonitor

The Speech for Which We Have Been Waiting

Simon Johnson Mar 11, 2010

Finance & Markets Monitor

‘Swap Tango’ – A Derivative Regulation Dance: Part 2

Satyajit Das Mar 10, 2010

Finance & Markets Monitor

More on the Resolution Authority Headfake

Yves Smith Mar 8, 2010

Finance & Markets Monitor

‘Swap Tango’ – A Derivative Regulation Dance: Part 1

Satyajit Das Mar 7, 2010

US EconoMonitor

Morgenson on Municipalities’ Swap Fiascoes

Yves Smith Mar 7, 2010

Asia EconoMonitor

What’s on the Agenda at China’s National People’s Congress?

Adam Wolfe Mar 3, 2010

Finance & Markets Monitor

Why No International Financial Regulation?

Simon Johnson Mar 2, 2010

Europe EconoMonitor

Keep Banks Out of Greek Aid Package

Ivo Arnold Mar 1, 2010

US EconoMonitor

Krugman: No Bill Is Better Than a Weak Bill

James Kwak Mar 1, 2010

US EconoMonitor

The Enthusiasm Gap

Robert Reich Mar 1, 2010

Finance & Markets Monitor

Berkshire Hathaway Letter to Shareholders

Barry Ritholtz Mar 1, 2010

US EconoMonitor

Underwater Home-Owers: Demand Principal Reductions

Barry Ritholtz Feb 26, 2010

Finance & Markets Monitor

Where Did Employees from Collapsed Banks Go?

Barry Ritholtz Feb 24, 2010

Finance & Markets Monitor

Corporate Political Speech Is Bad for Shareholders

Lucian Bebchuk Feb 24, 2010

Finance & Markets Monitor

Interview with Chris Whalen of Institutional Risk Analytics

Yves Smith Feb 24, 2010

Europe EconoMonitor

Crisis Lessons to Remember for Europe’s Policymakers

Marek Belka Feb 24, 2010

Nouriel Roubini's EconoMonitor

RGE’s Wednesday Note: Still No Tightening in China

Adam Wolfe and Rachel Ziemba Feb 24, 2010

Europe EconoMonitor

Quiet Before the Storm in the Balkans

Emre Deliveli Feb 23, 2010

Emerging Markets Monitor

Stopping the Leakages in China

Models & Agents Feb 22, 2010

US EconoMonitor

The Fed's Discount Rate Hike

James Hamilton Feb 22, 2010

RGE Analysts' EconoMonitor

What Greece’s Fiscal Crisis Could Mean for Eastern Europe

Mary Stokes and Jelena Vukotic Feb 22, 2010

US EconoMonitor

The New Normal

James Hamilton Feb 17, 2010

Finance & Markets Monitor

Prerequisites for a Standalone Securitization Market

Joseph Mason Feb 17, 2010

Europe EconoMonitor

Just what is the Real Level of Government Debt in Europe?

Edward Hugh Feb 16, 2010

US EconoMonitor

The Punch Bowl, the Party, the Exit

David E. Altig Feb 16, 2010

RGE Analysts' EconoMonitor

Iranian Bank Tremors

Rachel Ziemba Feb 12, 2010

Emerging Markets Monitor

Looming Problem of Local Debt in China-- 1.6 Trillion Dollars and Rising

Victor Shih Feb 10, 2010

Finance & Markets Monitor

Bank Securitization Woes Only the Beginning

Yves Smith Feb 8, 2010

Finance & Markets Monitor

Goldman Sachs vs AIG

Barry Ritholtz Feb 8, 2010

US EconoMonitor

Who's Killing Financial Reform

Robert Reich Feb 8, 2010

Finance & Markets Monitor

Another View: Looking Beyond the Volcker Rule

Daniel Alpert Feb 5, 2010

Finance & Markets Monitor

Debunking Some AIG/FED/CDO Theories

Yves Smith Feb 5, 2010

Finance & Markets Monitor

Causation Analysis: What “But Fors” Caused the Crisis ?

Barry Ritholtz Feb 5, 2010

Emerging Markets Monitor

Chanos: “We’re Not Calling for an Impending Crash of China”

Edward Harrison Feb 4, 2010

Global Macro EconoMonitor

Impulse and Propagation Mechanisms and Regulatory Reform

Joseph Mason Feb 3, 2010

RGE Analysts' EconoMonitor

RGE's Wednesday Note - Obama’s Recent Regulatory and Fiscal Proposals

Elisa Parisi-Capone, Parul Walia, and Arpitha Bykere Feb 3, 2010

Emerging Markets Monitor

Stiglitz’s New Book and the Developing Countries

Otaviano Canuto Feb 2, 2010

US EconoMonitor

Volcker Rule: Dead on Arrival? And is Obama a Lame Duck?

Yves Smith Feb 2, 2010

Finance & Markets Monitor

Populism

Simon Johnson Jan 31, 2010

Finance & Markets Monitor

Volcker Rule Chatter

Barry Ritholtz Jan 31, 2010

Finance & Markets Monitor

The CEO Pay Slice

Lucian Bebchuk Jan 29, 2010

Peterson Institute for International Economics Monitor

The Financial System: Heading for More Trouble

Steve Weisman and Simon Johnson Jan 28, 2010

Global Macro EconoMonitor

Botox Cures – Part 2

Satyajit Das Jan 28, 2010

US EconoMonitor

Obama's Tiny Jobs Ideas for Main Street, a Big Spending Freeze for Wall Street

Robert Reich Jan 27, 2010

Emerging Markets Monitor

The Myth of China's Blithe Consensus

Michael Pettis Jan 26, 2010

US EconoMonitor

The Good, the Bad and the Irrelevant

Models & Agents Jan 26, 2010

Finance & Markets Monitor

Bailouts: Catching a Falling Knife

Edward Harrison Jan 25, 2010

Global Macro EconoMonitor

Botox Cures – Part 1

Satyajit Das Jan 25, 2010

Finance & Markets Monitor

Is the “Volcker Rule” More than a Marketing Slogan?

Simon Johnson Jan 24, 2010

Daily Digest

Analysis

G-4 banks begin to open the lending spigot

JPMorgan  David Hensley and Joseph Lupton Sep 02, 2010

Research

Dynamic Provisioning : Some lessons from existing experiences

BBVA Banco Bilbao Vizcaya Argentaria  Alicia Garcia Herrero and Santiago Fernández de Lis August 2010

Analysis

Baltic Fixed Income: Longing the Baltic Risk

SEB  Sep 02, 2010

News

VTB Posts Record Six-Month Profit as Russian Economy Recovers

Bloomberg  Denis Maternovsky Sep 02, 2010

News

Russia Plans to Sell VTB, Sberbank, Rosselkhoz Stakes

Bloomberg  Maria Levitov and Anton Doroshev Sep 02, 2010

Blogs

Morgan Stanley’s Chinese irony

FT Alphaville  Sep 01, 2010

News

Raiffeisen says Hungary bank tax to hit growth-report

Reuters  Sep 01, 2010

News

Swedish bank HQ appeals liquidation, eyes sale

Reuters  Patrick Lannin and Sven Nordenstam Aug 31, 2010

News

Moody's stays gloomy on Danish banks

ForexYard  Will Waterman Aug 31, 2010

Analysis

Czech Republic: Basic indicators of the financial market sectors

Czech National Bank  Aug 31, 2010

News

Poland mulling levying tax on banks – PM

Reuters  Aug 31, 2010

News

Czech banks still resilient to risks

Prague Daily Monitor  Aug 31, 2010

Opinions

China's rising bank debt could leave nation exposed

Telegraph  Ambrose Evans-Pritchard Aug 30, 2010

Blogs

Europe's next crisis? Banks and foreign currency denominated loans in Central Europe

The Call, Eurasia Group  Preston Keat Aug 31, 2010

News

Results highlight risks for China’s banks

Financial Times  Jamil Anderlini Aug 30, 2010

Analysis

UK Bank lending: The manager says no

Financial Times  Norma Cohen and Sharlene Goff Aug 30, 2010

News

Ignatiev Reviving Rate Increases This Year, Futures Show: Russian Credit

Bloomberg  Emma O'Brien Aug 30, 2010

Analysis

Canada: Monthly Chartered Bank Statistics - July 2010

TD Bank Economics  Francis Fong Aug 30, 2010

Analysis

S Korea Banking: Details and implications of the new real-estate measures

Daishin Securities  Jeffrey Choi Aug 30, 2010

Opinions

S Korea: It’s now up to the banks

JoongAng Daily  Aug 31, 2010

News

Bad SME loans weighing down on banks

The Korea Times  Seung-woo Kang Aug 30, 2010

News

Singapore Tightens Loan Limits to Cool Housing Market

Bloomberg  Shamim Adam and Joyce Koh Aug 30, 2010

Analysis

Czech banking sector stress test results (August 2010)

Czech National Bank  Aug 30, 2010

Analysis

EMEA Daily: Lithuanian retail sales disappointed in July falling by 6.3% y/y, almost the same rate of decline as in June; Russian bank lending continued to grow at a steady but moderate pace in July

Danske Bank  Aug 30, 2010

Analysis

Summer 2010 Macroeconomic Forecast of the Ministry of Finance of Estonia

Ministry of Finance of the Republic of Estonia  Aug 30, 2010

Analysis

Russia: July 2010 CBR Statistics – No Movement as Expected

URALSIB Capital  Aug 30, 2010

Opinions

Don’t blame it on the government

Bank of China  Xiao Gang Aug 26, 2010

Analysis

An industrial organisation approach to the too-big-to-fail problem

Swiss Finance Institute  Jean-Charles Rochet July 2010

Analysis

OTC Derivatives and Central Clearing: Can All Transactions Be Cleared?

University of Toronto  John Hull April 2010

Analysis

Russia: Increasing share of Russia’s imports coming from China; Public-sector economy records surplus in the first half; China: State remains top source for bank capital; Uncertainty over trends in housing prices; China’s oil imports expected to grow

Bank of Finland  Aug 27, 2010

Analysis

Russia: Sberbank gives very cautious guidance during its conference call; Government maintains 4.0% GDP forecast for 2010 and upgrades 2011 forecast

Alfa Bank  Aug 27, 2010

Blogs

China: Limits to the Banking Shell Game

WSJ China Real Time Report  Aug 27, 2010

News

Bank capital: Foundations of jelly; A lawsuit in Germany highlights the flaws of hybrid securities

Economist  Aug 26, 2010

Opinions

European banks: A glow from the east; A slow fuse still burns on eastern Europe’s foreign-currency debts

Economist  Aug 26, 2010

News

European banking supervisor CEBS issues guidelines for reverse stress-tests

European Voice  Jim Brunsden Aug 27, 2010

Opinions

Regulating finance: Killing them softly; International regulators are making progress on tackling too-big-to-fail banks

Economist  Aug 26, 2010

News

Bank Rossii Canceling Debt Sales to Fend Off GDP Slowdown: Russia Credit

Bloomberg  Paul Abelsky Aug 26, 2010

Opinions

Fitch Comments on Recent Basel Regulatory Capital Proposals

FitchRatings (free registration)  Aug 26, 2010

News

Indonesia: Major banks may face difficulty to meet new LDR

The Jakarta Post  Aug 26, 2010

Research

Assessing the macroeconomic impact of the transition to stronger capital and liquidity requirements - Interim Report

BIS  Aug 26, 2010

Opinions

India: Very elitist, Ms Usha Thorat

The Economic Times  TK Arun Aug 26, 2010

News

S&P says outlook stable on Korean banks

JoongAng Daily  Aug 26, 2010

Analysis

Russia: Sberbank reports net income 40.5% below our estimates in 2Q10 due to high provisioning charges and low non-core revenues; Inflation reaches 0.6% for first three weeks of August; Ukraine wants a review of the base gas price in Russia-Ukrainian cont

Alfa Bank  Aug 26, 2010

News

Estonia: The July decision on Estonia's euro adoption resulted in unification of deposit interest rates

Bank of Estonia  Jana Kask Aug 25, 2010

News

S Korea: Household Credit Trends (The second quarter of 2010)

The Bank of Korea  Aug 26, 2010

Analysis

The crisis as a wake-up call: do banks tighten screening and monitoring during a financial crisis?

EBRD  Aug 10, 2010

News

IMF: Baltic states have turned corner on crisis

Reuters  Aija Braslina Aug 26, 2010

News

ICBC Second-Quarter Profit Rises 38% on Loan Margins

Bloomberg  Aug 26, 2010

News

Bank of China's Profit Rises 27% to $7.6 Billion as Loan Demand Increases

Bloomberg  Aug 26, 2010

News

Banks Cut Bonds to Record to Lend at Higher Interest Rates: Brazil Credit

Bloomberg  Aug 26, 2010

Analysis

Foreign bank participation in developing countries : what do we know about the drivers and consequences of this phenomenon?

World Bank  Robert Cull and Maria Soledad Martinez Peria August 2010

Research

Islamic Banking: How Has it Diffused?

IMF  Kangni Kpodar and Patrick A. Imam August 2010

News

Analysis of Direct Corporate Financing for July 2010

Financial Supervisory Service  Aug 25, 2010

News

Sout Korea: The rich getting more loans

JoongAng Daily  Aug 25, 2010

Analysis

Turkey: Political & Economic Update, August 2010

DenizBank  Aug 25, 2010

News

RBI cautions banks on clients' foreign currency exposure

Business Standard  Aug 25, 2010

News

Icelandic FinMin: Landsbanki Bond Holders `Not Likely to Get Much'

Bloomberg  Omar R. Valdimarsson Aug 25, 2010

Analysis

Conference: Derivatives, Financial Innovation, Financial Stability - presentations

Bank of France  July 8, 2010

Analysis

Redesigning OTC derivatives markets to ensure financial stability - papers

Financial Stability Review, July 2010  Banque de France Aug 25, 2010

Analysis

The crisis as a wake-up call for bank lending standards

VoxEU  Aug 25, 2010

News

Domestic Banks’ Foreign-Currency Liquidity in July 2010

Financial Supervisory Service  Aug 24, 2010

News

Persian Gulf Lags in Islamic Bonds

The Jakarta Globe  Soraya Permatasari and Dana El Baltaji Aug 24, 2010

Research

Systemic risk in the financial sector: A review and synthesis

Central Planning Bureau Netherlands  Michiel Bijlsma, Jeroen Klomp and Sijmen Duineveld Jul 2010

News

S Korean banks are stepping up insurance activities

JoongAng Daily  Jung-yoon Lee Aug 25, 2010

Analysis

Turkey: Financial Stability Report (May 2010)

Central Bank of the Republic of Turkey  Aug 24, 2010

Analysis

Joint letter to the Basel Committee by Danmarks Nationalbank and the Danish FSA

Danish FSA  Aug 24, 2010

Analysis

Bank-capital requirements and growth

Bruegel  Jean Pisani-Ferry Aug 24, 2010

News

European Banks May Face More Frequent Stress Tests to Bolster Confidence

Bloomberg  Ben Moshinsky and Sara Eisen Aug 24, 2010

Opinions

Road to safer banks runs through Basel

Financial Times  Sheila Bair Aug 23, 2010

News

Domestic Banks’ SBL in June 2010

Financial Supervisory Service  Aug 20, 2010

News

S Korea: Banks seek new curbs on PF loans

JoongAng Daily  Aug 23, 2010

News

Bangladesh: Some non-banks cry over BB rule

The Daily Star  Sajjadur Rahman Aug 23, 2010

News

India: Nationalised banks accounted for 50.5% of credit in 2008-09

The Economic Times  Aug 23, 2010

Analysis

Russia: Deposit Rates Dropped below Inflation in August

Alfa Bank  Aug 23, 2010

News

Standards Unveiled for Local Financing Platforms

Caixin  Aug 23, 2010

News

China 5 Biggest Banks End-June Bad Loan Ratio 1.46%, Daily Says

Bloomberg  Aug 23, 2010

Research

11. The Impact of Public Guarantees on Bank Risk Taking: Evidence from a Natural Experiment

Tilburg University  Reint Gropp, Christian Gründl and Andre Güttler Aug 23, 2010

Analysis

Wood Morning - Polish Banks: tightened lending rules enter into force

WOOD & Company  Aug 23, 2010

News

Russian Banks Return to Global Debt Markets

Russia Today  Aug 20, 2010

Analysis

Pace of economic recovery varies across Russian regions; Improved regulation for Russia’s financial markets; China surpasses Japan to become world’s second largest economy; China enjoys good summer grain harvests despite unusual weather; Hong Kong eco

Bank of Finland  Aug 20, 2010

News

Indonesian Bankers Say LDR Regulation Puts Them at Risk

The Jakarta Globe  Aug 20, 2010

Blogs

Basel gives good CoCo

FT Alphaville  Joseph Cotterill Aug 20, 2010

News

Malayan Banking announces surge in 2010 net profit

Channel News Asia  Aug 20, 2010

News

Taking stock of Nigeria market upheavals

BBC  Louise Greenwood Aug 20, 2010

Analysis

Results: Bank of Communications, China Merchants Bank

UOB Kay Hian  Aug 19, 2010

News

Banks to Benefit from Central Huijin Bonds

Caixin  Aug 20, 2010

Analysis

The Dodd-Frank Act, Market-based Measures of Systemic risk and Stress Tests (MP3 podcast)

VoxEU  Viral Acharya and Viv Davies Aug 20, 2010

News

Parex Bank Plans to Return about 400 Million Lati to Latvian State

Bloomberg  Aaron Eglitis Aug 19, 2010

News

Sberbank Cuts Deposit Rates for Third Time This Year

Russia Today  Aug 19, 2010

News

S Korea: Dishonored Bill Ratio during July 2010

The Bank of Korea  Aug 19, 2010

News

S Korea: Bad Debt Rate Hits 6 Year High

Maeil Business Newspaper  Tae-geun Kim Aug 19, 2010

News

Chinese banks are undergoing an odd kind of bail-out

The Economist  Aug 19, 2010

News

Afghanistan Opens Shariah Banks to Reduce Aid Dependence

Bloomberg  Khalid Qayum and Eltaf Najafizada Aug 19, 2010

Analysis

Russia: Inflation reported at 0.4% since the beginning of August; July statistics indicate poor investment trends, consumption still strong; Sberbank cuts corporate lending rates by 0.5-1.5 ppts

Alfa Bank  Aug 19, 2010

News

Fitch: Large U.S. Bank Ratings Vulnerable to GSE Mortgage Loan Repurchases

Fitch Ratings  Aug 19, 2010

Analysis

Banking reform: Suspense over

Financial Times  Brooke Masters and Megan Murphy Aug 18, 2010

RGE Global Outlook Update


Table of Contents


Economic Outlooks:
 Global | U.S. | Japan
China | Eurozone
Germany | France | UK
India | Brazil


Global Issues
Growth & CPI | Commodities

Top 10 Most Read

1. Executive Summary: States of Flux: Stay Risk Averse
2. Approaching a Dangerous Stall Speed
3. The Big Picture: It Will Get Worse Before it Gets Better
4. U.S. Industrial Production Rises; Mixed Signals From Regional Surveys
5. Power Shortages Plague MENA
6. Wen Ex Machina
7. China's PMIs Signal a Moderation, Not a Hard Landing
8. U.S. Home Prices: Any Signs of an Impending Double Dip?
9. Commodities: No Pain, No Grain
10. Australian GDP Growth: Still Going Strong in 2010

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