Megan Greene

Monday, 3 July, 2023

Monday, 1 May, 2023

First Republic

What the protracted game of chicken over First Republic tells us

The incentive for larger banks to pay early gets overwhelmed by the desire to wait for a better deal

Thursday, 13 April, 2023

Property sector

Commercial real estate is bruised but not broken

Despite fears of a 2008 redux, the risks to CRE investors should be manageable

Tuesday, 11 April, 2023

Bank of England

Megan Greene to join Bank of England rate-setting committee

Chancellor’s choice of centrist economist likely to tilt balance on 9-member panel away from lowering interest rates

Sunday, 19 March, 2023

Banks

Global banking is now inside Schrödinger’s box

Investors must trust in the system but confidence is wobbling and there may be more toxicity to come

Wednesday, 22 February, 2023

The QE retreat

QE has become ‘Hotel California’ for central banks

While commercial lenders change behaviour when the balance sheet expands, they do not change it back when it shrinks

Tuesday, 7 February, 2023

US budget

Forget Groundhog Day vibes on debt ceiling — this time it’s different

US default could prompt countries to hedge their dollar bets and add other currencies to foreign exchange reserves

Tuesday, 24 January, 2023

Greek economy

Greece must show robust data matters and stop persecuting Georgiou

The country should not forget the need for strong and independent institutions in its dash for growth

Tuesday, 3 January, 2023

Sovereign bonds

Bank of Japan needs the courage to change course

A shift in policy will be painful but the longer the delay in acting the worse it will be

Sunday, 18 December, 2022

War in Ukraine

Europe’s long-term security will rest on the reconstruction of Ukraine

Donors face a massive co-ordination problem in rebuilding the country and must start addressing it now

Thursday, 1 December, 2022

Global Economy

The deflating of the great cash cushion

Like Godot, the US recession has been long heralded but failed to materialise. It will, sooner or later

Saturday, 12 November, 2022

On Wall StreetUS budget

What the midterms mean for investors

US equities tend to outperform in the six months after polls against the preceding half-year

Monday, 31 October, 2022

US inflation

There’s one inflation gauge that bucks the trend

The New York Fed’s often overlooked UIG believes US inflation is past its peak

Tuesday, 11 October, 2022

Capital markets

UK market turmoil is a harbinger of global events to come

Price moves in the next year will be as swift and dramatic as they have been in Britain

Tuesday, 6 September, 2022

Chinese economy

Ignoring China’s disastrous ‘three Ds’ could be a global risk

Disease, drought and debt will have worldwide consequences

Thursday, 18 August, 2022

Climate change

Europe must use all its financial firepower to fund the green transition

Deploying EU funds for climate objectives does not appear to have been a priority — that has to change

Thursday, 28 July, 2022

Emerging market investing

Trouble is coming for emerging markets beyond Sri Lanka

There’s a long list of highly indebted countries that look vulnerable when choosing between paying creditors or food and fuel

Monday, 18 July, 2022

US inflation

Democrats lack the tools they need to fight inflation

Joe Biden has few tools at his disposal to cut prices in time to help his party in the US midterm elections

Tuesday, 28 June, 2022

European Central Bank

Crisis looms if the ECB’s new tool comes up short

The spread between Italian and German government bonds has inspired the creation of an ‘anti-fragmentation’ procedure

Monday, 16 May, 2022

Food security

Food insecurity is a bigger problem than energy

Targeted cash and expertise are needed in the worst-hit areas, rather than sending food stocks

Tuesday, 12 April, 2022

US Dollar

King Dollar is in no danger of losing its world financial crown

Neither the renminbi nor cryptocurrencies pose a serious threat to the greenback’s supremacy

Wednesday, 16 March, 2022

Eurozone economy

The EU must decide how to fund its Ukraine crisis response

Brussels can emerge more unified and resilient if it finds a way to pay for humanitarian relief, strengthened defences and the energy transition

Wednesday, 23 February, 2022

European Central Bank

The ECB must move slowly on interest rates

Premature withdrawal of monetary accommodation could kill the recovery

Wednesday, 2 February, 2022

US employment

Why US workers will return to the labour market

The Fed should take care how much and how quickly it raises interest rates in the post-Covid economy

Friday, 7 January, 2022

US inflation

Betting on transitory US inflation is still valid

Fiscal drag, shrinking savings and weak foreign demand are likely to ease an overheated economy

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