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The AI wave lifts all boats Building on the sharp April recovery, equity markets extended their gains through May, with ceasefire talks between Washington and Tehran continuing to set the tone, oscillating between optimism and setback before Trump declared negotiations were in their “final stages” late in the month, pulling oil back from its highs. The dominant […]
Iran — Prospects of a Deal Last week, improving prospects of a US-Iran deal added further momentum to the risk-on move across markets, helping equities return close to recent highs. The headlines remain speculative, with no official agreement confirmed so far, but they were enough to support broader risk appetite. The US appears increasingly willing […]
US and China — Managed stability Last week, the long-awaited meeting between Trump and Xi took place in Beijing, marking the first visit by a US president to China since 2017. The key message emerging from the meeting was one of “managed stability”: both sides signalled a willingness to cooperate, while most of the key […]
Financial credit differs from corporate credit because banks operate through layered capital structures, constantly reassessing borrower risk and holding capital against potential losses; Within that structure, AT1s sit just above equity, offering higher yield. European banks are now fundamentally stronger than in past cycles, supported by tighter regulation, stress testing, improved profitability and better asset […]
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