Latest ECB Financial Stabillity Review expresses serious concern about EA banking sector. In equity markets EA banks barely outperform stranded asset sectors like oil!
See Chartbook Newsletter #4 for a review of the Financial Stability Reviews. Subscribe!
adamtooze.substack.com/p/chartbook-ne… https://t.co/DQ9OFOdV5v
Fancy a quick MLK day seminar on China 2020? Read @S_Rabinovitch and @michaelxpettis threads back to back. twitter.com/S_Rabinovitch/…
Laschet is not Merz -> better fit than a Black-Green coalition. BUT he is not Roettgen either -> Laschet’s middle of road business-CDU approach to
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