S&P Global’s Post

Catch the wave of falling interest rates! 📉 Banks are predicting a drop to around 3% over the next 24 months, sparking a surge in investor activities 🏘️💸. #australia #property #propertymanagement #propertyinvestment #propertymarket #australianproperty #propertyinvestor #australiandesign #propertyportfolio #propertytips

Interesting. There's a third way here. In my eyes for at least 18 months the BoE could and should have stayed involved in mediums and longs and holding underpriced UK bonds and October 2022 would have been the ideal entry point. This all relates to Reform's fallacious 40bn claims and a sensible way to stop or very much limit the costs of Commercial bank deposits at the Bank of England The ECB approach is OK but I'd prefer another tweak - between Reform and the ECB - banks get paid their average deposit rate that they kick on to their savers. That would minimize the damage and stop margin explosion which Reform's policy would lead to. They can also borrow at base plus margin from the BoE rather than just Base rate. The Treasury and therefore the people are the only ones operating in this machine without margin and that is not sensible, fair or reasonable. None of this would get mortgage rates down though, folks. It would most certainly get them up. Just one reason why it is complex but I've spoken out against current QT tactics and will continue to do so! China Studying Implementation of PBOC Bond Trading https://lnkd.in/gZh8H4fw

How to Survive Ongoing High Interest Rates in 2024 The South African Reserve Bank recently held interest rates for the third time in a row, keeping the repo rate at 8.25%, with the prime lending rate at 11.75%. The rates therefore remain high and show no signs of coming down. High interest rates can affect almost every aspect of your business, from sales to expenses. Here are some tips to help you survive. READ MORE https://buff.ly/3NQyZxR

How to Survive Ongoing High Interest Rates in 2024 The South African Reserve Bank recently held interest rates for the third time in a row, keeping the repo rate at 8.25%, with the prime lending rate at 11.75%. The rates therefore remain high and show no signs of coming down. High interest rates can affect almost every aspect of your business, from sales to expenses. Here are some tips to help you survive. READ MORE https://buff.ly/47wBexc

How to Survive Ongoing High Interest Rates in 2024 The South African Reserve Bank recently held interest rates for the third time in a row, keeping the repo rate at 8.25%, with the prime lending rate at 11.75%. The rates therefore remain high and show no signs of coming down. High interest rates can affect almost every aspect of your business, from sales to expenses. Here are some tips to help you survive. READ MORE https://buff.ly/3Sf50Cc

How to Survive Ongoing High Interest Rates in 2024 The South African Reserve Bank recently held interest rates for the third time in a row, keeping the repo rate at 8.25%, with the prime lending rate at 11.75%. The rates therefore remain high and show no signs of coming down. High interest rates can affect almost every aspect of your business, from sales to expenses. Here are some tips to help you survive. READ MORE : https://buff.ly/3NZwXvd

How to Survive Ongoing High Interest Rates in 2024 The South African Reserve Bank recently held interest rates for the third time in a row, keeping the repo rate at 8.25%, with the prime lending rate at 11.75%. The rates therefore remain high and show no signs of coming down. High interest rates can affect almost every aspect of your business, from sales to expenses. Here are some tips to help you survive. Read More https://buff.ly/3SoonYD

🏛️ Euro area banks have long been less attractive to investors than US banks. This valuation gap is often attributed to stricter regulations in the euro area, but this overlooks broader economic growth developments and differences due to market fragmentation. US banks benefit from a more dynamic, integrated economy, allowing for greater economies of scale. Although higher interest rates have boosted euro area bank profitability, they are insufficient to close the gap, as such gains are cyclical and are do not indicate sustainable growth. ❔ How can we close the gap? Find out in the latest #ESMblog by Loukas Kaskarelis, Dr. Arndt-Gerrit Kund, and Martin Rohár: https://lnkd.in/eZeC9abv

Doesn’t take an Economist to know (coz I’m not one) that the Philippine Central Bank made the right move. As borrowing rates become cheaper & financial markets head higher—it’s time to consider buying interest rate sensitive stocks, refinancing your loans and/or finally making those delayed, big purchases. Question is: How will you make the most of this new era of lower interest rates? #BSPRateCut #BankoSentralngPilipinas #MonetaryPolicy #EconomicGrowth #PhilippineEconomy #InterestRates #EconomicIndicators #EconomicDevelopment #economictrends2024 #tarrobrothers

ECB is increasing the pressure on banks lending to the Commercial Real Estate sector, especially offices. Question marks & scepticism revolve around valuation hypothesis and framework, including using stale prices, "future market rebound" etc.. Given the total eurozone bank lending to the sector exceeds 1 trillion euros, any change in regulation could have a big impact. What are our thoughts? #ecb #bankingregulation #cre #corporatebonds