News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
FCA issues new call to action for more agile regulatory environment
‘UK cannot afford to view financial regulation in isolation from growth’
Andrea Correa
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China has just raised its debt ceiling
Parliamentary sessions reveal everything is subordinate to growth

Trump is undermining the dollar’s global financing and reserve role
That could prove costly for the US and the world

Putin biographer forecasts Russo-Ukraine war will drag on
Will Russian leader step down once conflict eventually ends?

Bundesbank’s new reputation: central bank that says ‘yes’
Proposals on German debt brake give backing for Berlin’s fiscal stimulus plans

Trump’s America is making the ground shift beneath investors’ feet
Investors scramble to price in changes to three bedrock assumptions

Why Italy is attracting so many bank merger proposals
The ECB has an opportunity to build a sound banking sector

Merz’s grand compromise: can he save Germany?
This may be the last chance to prevent extremists from taking over

Reciprocal tariffs could disrupt $9.7tn in trade finance
'As trade policies become increasingly protectionist, banks confront three new realities'

Trump, tariffs and taxes: Friedrich Merz’s big challenges
Future chancellor seeking government experience will get it the hard way

From open door to spheres of influence: US and the new global order
The shift will be unsettling for businesses and investors

Prospective German chancellor Merz pledges European independence drive
Difficult coalition talks and higher borrowing for defence and economy

Sovereign investors need to be more active in picking winners and losers
Macro uncertainties and Trump's policies will shape investment strategies in 2025

Shared Brics money: a basket currency or a basket case?
Eight questions for proponents of a Brics common currency

Unpredictable America, uncontrollable Russia, ungovernable Germany
Merz, probable chancellor, will take over fractious former European powerhouse

Nagel says Europe needs digital currency for ‘sovereignty’
Bundesbank head sceptical about crypto economy, wary of undue monetary easing