How long it takes for Trump to find an off-ramp from the Iran conflict is set to determine the extent of economic fallout from the conflict, according to Crédit Agricole CIB and Erste Group analysts, with CEE countries ...
CEE GDP advances stymied as Iran war ramps up inflation pressure, conflict duration key
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Buoyed by strong interest in their attractive risk-reward profiles, central and eastern European banks have in recent years enhanced their profiles in international markets. On 13 April, Crédit Agricole CIB and Erste Group ...
CEE banks ready for next challenges after riding wave of demand to established status
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Adjustments to coupon payment-related aspects of AT1 could be the most viable way of reforming their structure, according to Crédit Agricole CIB proposals produced after the ECB called for either the removal of the ...
AT1 enhancements mulled after ECB report
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Tight valuations have persisted through 2025, but will the technicals that have supported this resilience last into 2026? A lack of conviction suggests the market could be easily knocked off its finely-balanced path. ...
2026 Outlook: Unstable Equilibrium?
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Bank of Nova Scotia capped a busy and varied January for Canada’s banks with a $2.65bn (C$3.82bn, €2.54bn) three-tranche senior bail-in trade on Thursday of last week (30 January), two days after compatriot Royal Bank of ...
BNS, RBC round off busy Canadian opening
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After a banner year for sub debt, 2025 may prove to be a year of transition. Liquidity and supply forecasts could support the market, but stretched valuations and macro risks mean investors will have to be more discerning in ...
2025 Outlook Investor Roundtable: Cross-currents
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Banco de Crédito e Inversiones (BCI) impressed with its second Additional Tier 1 transaction on Thursday, as the $500m deal attracted a $1.45bn final order book and strengthened the Chilean AT1 track record in the ...
BCI Chilean AT1 welcomed
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“The example of the 1997 dissolution — the only true dissolution — should prevent future presidents from using this weapon carelessly.” ...
A ‘dire situation’? RN potential in focus
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Financial institutions investor roundtable with the EBA: macro & structural drivers for 2024 issuance. ...
2024 Outlook Roundtable: Everything Can Happen
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