Opposition to the proposed Basel III endgame for US banks is now so widespread that a climb down by the Federal Reserve is likely. Wall Street bankers like Jamie Dimon can stop crying wolf about increased capital requirements and think carefully about publicly threatening their regulators.

Some banks like the idea of external venture capitalists leading their venture businesses, but banker-led units are more likely to cement their inherent advantage.

Appealing to issuers by removing investor protections makes no sense when London’s decline as a listing venue stems from domestic investors abandoning the UK market.

Regulators are making more mileage out of their settlement with Morgan Stanley than the outcome really deserves.

The World Bank is issuing ‘outcomes’ bond structures for niche sustainability themes and with new financing mechanisms. Like blue bonds, they are probably going to need some rule-setting.

The global clubs charged with defining what pace of transition is both scientifically and politically acceptable are only as good-willed as their members.

The cost to the government of supporting the Mexican oil firm’s debt could rise to 1.5% of GDP in 2025. Could it walk away?

Failure to mobilize the finance needed to meet the Paris Agreement will be devastating. As those flows to overleveraged countries and companies now stall, radical steps are needed.

Barclays hopes to win over investors with new return targets and buyback commitments next February, but it really needs a revival in investment banking.

Regulators are starting to take a more messaging-based approach to sustainable finance, but stopping greenwashing won’t automatically lead to a transition to net zero.

The Signa Group of companies is complex, but its problems are simple: debt service costs are going up while property values are going down.

As the Chinese property crisis deepens, a new round of bank-led rescue efforts is on the horizon. While banks must shoulder part of the blame for the crisis, their options for action are limited.

The bank must broaden its horizons if performance is to improve.

The travails of Zhongzhi, a key player in China’s poorly regulated $3 trillion shadow financing market, underline why a future crisis in the country is more likely, not less.

Instead of boasting about the billions extracted from the crypto exchange, the US Departments of Justice and Treasury should have closed it down.

Enel could trigger the largest step-up event in the sustainability-linked bond market if it misses its CO₂ emissions targets at the end of this year. How the market reacts will set the tone for the future of these instruments.

Our resident seer hears Ted Pick say don’t worry about the $20 million Morgan Stanley loyalty bonuses.

Net interest margins are shrinking. Banks may need to find new sources to fund customer loans, perhaps even by lending to each other.

Singapore’s DBS Bank has spent the past decade transforming itself into one of the world’s best digital banks. But a series of lengthy service outages over the past year has wrongfooted senior management, who have been left to issue apologies and pledge to do better.

A local asset management company in Liaoning province just bailed out Shengjing Bank – by borrowing the capital it needed from the very same ailing regional lender.

Turkey’s central bank took another step on the path to normalization when penalties for exceeding interest-rate caps on lending were scrapped last week. It is good news for banks, but will it last?

Some big improvements need to be made in all areas of ESG, but it might be useful to stop trying to reconcile it with how markets function.

Global banks spent years trying to make China’s vast market work for them, mostly in vain. Today, though, China’s manufacturers are investing in Europe and the US, and turning to Western lenders for advice. The real China opportunity starts here.

Syndicated loan arrangers’ relief at US appeals court decision on Kirschner case may prove short-lived.

Andrea Orcel’s complex deal with Alpha Bank ultimately opens a new front in the Milan-based lender’s pan-European strategy: Greece.

Citi’s sale of its China consumer wealth portfolio to HSBC for $3.6 billion is a nuanced tale of two banks with increasingly different strategies. As HSBC tilts ever more toward Asia, Citi proves ever more inclined to see all financial services through a global prism.

It is rare that a popular, fast-growing and secure financial product is put at risk, but could the boom in FGTS loans in Brazil be under existential threat?

If you owe the IMF $3.6 billion, it’s your problem. But if you owe the IMF $36 billion, it is their problem.

Ahead of COP28, the sector needs to focus on lending for energy efficiency in the emerging markets before climate tech startups in developed markets, if decarbonization is the goal.

Just three weeks on from the rapturous response to Arm Holdings re-listing on Nasdaq, the prospects for a revival in IPOs suddenly look dim.