Delinquencies are soaring past 12%, yet loan originations are up 50%. Inside the starkly divided reality of the 2026 commercial real estate market. Whatever happened to the post-Covid-19 commercial real estate crisis? It depends on your perspective. Delin... See more
Nobel-prize winning economist Joseph Stiglitz says the prospects for economic recovery in the U.S. and Europe “remain bleak,” and blames lack of reform in the financial industry. “Governments have failed to address the underlying problems of financial reg... See more
The world braced for a Washington-made rupture last year. Trade held up, while China flooded many regions with its exports. The world entered 2025 expecting a trade shock stamped “Made in Washington.” US President Donald Trump vowed to shrink chronic defi... See more
Japanese love the new prime minister. Markets don’t. Japan’s Prime Minister, Sanae Takaichi, and the Bank of Japan have a chance to steer post-deflation the country onto a stable growth path. U.S. voters aren’t the only ones up in arms about affordability... See more
Strengthened by recent profits, global banks enter a new phase defined by falling rates, political volatility, and the disruptive promise of AI.
Banks’ most basic job is to be a safe haven in a turbulent world. That turbulence is increasing.
Even so, the ... See more
