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A Russian attack on NATO is no longer unthinkable. Bloomberg Economics modeled how it could play out — and what it would cost. Read The Big Take here

submitted 3 days ago • 16 comments

Finance blog raided over suspected Swiss banking secrecy law breaches - on.ft.com/404dkIw via @FT

submitted 9 days ago • 0 comments

For nearly two decades a key lobbying priority for the American Bankers Association has been "don't let Amazon and Walmart get a banking licence". They have catastrophically dropped the ball while concentrating on relatively trivial capital requirements of Basel Endgame www.wsj.com/finance/bank...

submitted 9 days ago • 4 comments

Time to Retire the Circus? Reflections on the May 2025 RBNZ Financial Stability Report Press Conference Every six months, the Reserve Bank of New Zealand releases its Financial Stability Report (FSR), and in recent years this has been accompanied by a press conference and a follow-up grilling at…

submitted 30 days ago • 0 comments

submitted 34 days ago • 25 comments

Money Stuff's unique newsletter is occupied by just two helix maxima breeding snails. www.bloomberg.com/opinion/news...

submitted 45 days ago • 1 comment

UBS and the Swiss government are heading for a game of chicken over stiffer capital rules. Politicians have legit technical concerns that need an answer, but getting there without slashing the bank's potential returns is tricky. www.bloomberg.com/opinion/arti...

submitted 46 days ago • 0 comments

"Het is weer zover: de economie hapert, de werkloosheid loopt een beetje op, dus de krappe arbeidsmarkt verdwijnt van het lijstje Urgente Problemen..." fd.nl/opinie/15552...

submitted 46 days ago • 1 comment

US pushes financial regulators to backtrack on climate risk project https://www.ft.com/content/c6dca292-ebc0-40a9-93d5-477e3b05e8b3

submitted 49 days ago • 1 comment

Capital Progress and Prudence: Where Are New Zealand’s Banks Heading? In its May 2025 Financial Stability Report and accompanying Terms of Reference for the Capital Review, the Reserve Bank of New Zealand (RBNZ) offers a comprehensive update on the state of capital adequacy in the banking…

submitted 51 days ago • 0 comments

Burning Capital: Why Kiwibank’s $500 Million Pitch Deserves a Closer Look Steve Jurkovich’s interview on Markets with Madison, which aired earlier this week, offered a revealing look into how the CEO of Kiwibank views capital, growth, and competition. It was also cause for concern. Rather than…

submitted 59 days ago • 0 comments

Trump could derail the conquering march of American finance | Opinion https://www.ft.com/content/388fe284-6f96-4a87-9c41-510a035c19b2

submitted 72 days ago • 14 comments

The thing about Europe is it doesn't invest enough in defence. But nor does it joke about invading neighbours. The thing about Europe is its economy is ailing. But Europeans have no concept of "medical bankruptcy". My take this week on the truly free continent www.economist.com/europe/2025/...

submitted 75 days ago • 11 comments

This is an interesting read: www.theguardian.com/us-news/2025...

submitted 82 days ago • 1 comment

Kiwibank, Capital Myths, Large Exposures, and the Price of Public Money This week was an interesting one for bank capital tragics like me. It began on Monday with officials from the Reserve Bank speaking before the Finance and Expenditure Committee, where they announced a review of the capital…

submitted 82 days ago • 0 comments

On Nine to Noon: Banking inquiry has lost its way, capital expert says Nice surprise this morning, I got a call from Nine to Noon while walking the dog, asking me to come on and talk about bank capital. Short notice, but of course I said yes—favourite topic, favourite radio show. Kathryn Ryan was,…

submitted 86 days ago • 0 comments

New JP Morgan Climate Risk report out and even they are calling the insurance/property crisis the "doom loop" now

submitted 87 days ago • 7 comments

Top Wall Street institutions are prepping for global warming that blows past the Paris Agreement. "We now expect a 3°C world," Morgan Stanley analysts wrote, a scenario in which harvest failures are widespread and sea-level rise is measured in feet rather than inches. www.eenews.net/articles/big...

submitted 87 days ago • 26 comments

Under black-letter law, the Obama Administration was supposed to promptly take undercapitalized banks into receivership. They considered it. They did not. www.federalreservehistory.org/essays/fdicia

submitted 87 days ago • 4 comments

The inquiry was about competition. Or wasn’t it? I’ve just returned from this morning’s Finance and Expenditure Committee (FEC) session on the banking inquiry, the one where the top brass of the Reserve Bank of New Zealand were questioned about… well, that’s the thing. What exactly was the session…

submitted 88 days ago • 0 comments

Very good Unhedged this morning - @aidreit.bsky.social looks at how Scott Bessent is continuing Janet Yellen's debt issuance strategy and @robarmstrong.bsky.social examines the curious radio silence from companies on the impact of tariffs and how analyst forecasts reflect that

submitted 98 days ago • 0 comments

Analyzing the rationale and consequences of expropriating foreign investments without compensation. The analysis focuses on the case of Chile from 1970 to 1973, from Sebastian Edwards https://www.nber.org/papers/w33572

submitted 97 days ago • 0 comments

@theconversation.com @aunz.theconversation.com Your editorial guidelines mention: "Anyone is invited to post a comment about an article in the comments section under a story and state a contrary view" So what happened to the comments section?

submitted 99 days ago • 1 comment

Strengthening New Zealand’s Banking System: The Opportunity Following Orr’s Resignation This week, my article appeared in Newsroom, in which I argue that Adrian Orr’s resignation as Reserve Bank Governor presents a crucial opportunity to strengthen New Zealand's banking system through maintaining…

submitted 99 days ago • 0 comments

My call for the NZ government to beef up the intellectual capabilities of the RBNZ: newsroom.co.nz/2025/03/18/a...

submitted 99 days ago • 0 comments

In the age of stupid, central bankers that still pray to ghost of Milton Friedman have discovered LLM gottcha www.ft.com/content/bd93...

submitted 100 days ago • 1 comment

Does rule-of-law matter in financial contracts? You'll probably not be amazed by the answer .... on.ft.com/4iEDzwd

submitted 100 days ago • 1 comment

For a snapshot of how the mood in financial markets has swung, this month's BofA survey of fund managers takes some beating. The biggest-ever drop in US equity allocations, and the second-largest increase in economic pessimism - only the pandemic in 2020 was worse.

submitted 100 days ago • 0 comments

Switzerland’s financial regulator signaled that it would be open to introducing higher capital requirements for UBS in stages over a number of years, potentially pushing back the impact of changes the bank has fought stiffly against www.bloomberg.com/news/article...

submitted 100 days ago • 0 comments

“Young people have gone from being the most progressive generation since the baby boomers, and maybe even in some ways more so, to becoming potentially the most conservative generation that we’ve experienced maybe in 50 to 60 years,” David Shor said on the latest episode of “The Ezra Klein Show.”

submitted 100 days ago • 48 comments

Define graph porn👇

submitted 102 days ago • 0 comments

Laughing all the way from the bank www.ft.com/content/04e2...

submitted 106 days ago • 1 comment

Rheinmetall reports record orders and profits in ‘era of rearmament’ https://www.ft.com/content/f4bb94b3-afba-4661-812b-bbba26d0f7ec

submitted 107 days ago • 6 comments

Depressing 👇

submitted 107 days ago • 0 comments

As Thames Water heads to the Court of Appeal today, a stark illustration of how much money its lenders will make from its £3bn new rescue loan: US bond fund giant Pimco has already recorded a 17% paper profit on its portion of the debt ✍🏻 from Euan Healy & @pickardje.bsky.social on.ft.com/3XFUkyM

submitted 108 days ago • 2 comments

NEW from me in the FT today... The UK's university 'system' is now in freefall. How on Earth did the disaster unfold? Read all about it: www.ft.com/content/0ec7...

submitted 108 days ago • 26 comments

X is apparently down, again

submitted 108 days ago • 1 comment