Rising Rates May Trigger Financial Instability, Complicating Fight Against Inflation

February 13, 2025-Banking systems are largely insulated from inflation, but vulnerabilities at some banks could lead to tradeoffs between containing inflation and protecting financial stability
Before the pandemic, investors worried about how persistently low inflation and interest rates would crimp bank profits. Paradoxically, they also worried about bank profitability when post-COVID reopening sent inflation and central bank interest rates soaring.

Our new research on the relationship between inflation and bank profitability helps us make sense of these concerns. Most banks are largely insulated from shifts in inflation-the exposure of income and expenses tend to offset each other. Yet some have significant inflation exposures, which may lead to financial instability if concentrated losses lead to wider panics in the banking sector.

As several major central banks are reassessing their monetary policy frameworks in the aftermath of the post-pandemic inflation surge, a deeper understanding of the links between inflation and bank profitability can help design better monetary policy frameworks.

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ETFGI reports assets invested in the global ETFs industry surpassed the hedge fund industry by US$10.33 trillion at the end of 2024

February 17, 2025-ETFGI, a leading independent research and consultancy firm renowned for its expertise in subscription research, consulting services, events, and ETF TV on global ETF industry trends, reported today that assets invested in the global ETFs industry surpassed the hedge fund industry by US$10.33 trillion at the end of 2024. (All dollar values in USD unless otherwise noted.)

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Bybit and Block Scholes Report: Timing Altcoin Season in a Sea of Uncertainty Bybit Logo (PRNewsfoto/Bybit)

February 12, 2025--Bybit, the world's second-largest cryptocurrency exchange by trading volume, spotlights altcoins in a report jointly released with Block Scholes, offering insights on factors that may have delayed the arrival of an altcoin boom. Titled "Altcoin Rotation-Why Altseason Hasn't Come This Time?", the report maps out consistent patterns and examines broader market dynamics to decipher signals of the next altseason, contributing to analysis on why traditional altcoin behavior has deviated in the current cycle.

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As One Cycle Ends, Another Begins Amid Growing Divergence

January 17, 2025--Growth divergences persist and could widen, while policy shifts may reignite inflation pressures in some countries
We project global growth will remain steady at 3.3 percent this year and next, broadly aligned with potential growth that has substantially weakened since before the pandemic. Inflation is declining, to 4.2 percent this year and 3.5 percent next year, in a return to central bank targets that will allow further normalization of monetary policy.

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WEF-These are the biggest risks we face now and in the next 10 years

January 15, 2025--After a challenging "super election" year in 2024, leaders face uncertainty about what lies ahead in 2025 and into the future.
The World Economic Forum's latest Global Risks Report reveals a significant carryover of 2024's key concerns while highlighting some new and notable shifts in risk perception.
The report sets the agenda for discussions at the Forum's Annual Meeting in Davos, this year convening under the title, Collaboration for the Intelligent Age.

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New WFE Research quantifies the impact of stock exchanges on economic growth

January 6, 2025--The World Federation of Exchanges, the global industry association for exchanges and CCPs (The WFE), has published new research which analyses the link between stock market development and economic growth on a global scale.
The research analysed quarterly data from 36 countries over two decades (2003-2022).

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5 transformational trends shaping global finance

January 6, 2025--The global economy has undergone seismic changes since the pandemic.
Major structural shifts are underway, shaped by five fundamental forces:
Deglobalization, decarbonization, debt, digitalization, and demographics.
The global economy is very different now compared with even just a few years ago.

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7 Predictions For Crypto In 2025: Bitcoin, ETFs & Global Adoption

December 23, 2024-- The year 2024 marked a historic turning point for Bitcoin and the broader cryptocurrency ecosystem. It saw the launch of the first Bitcoin and Ethereum ETFs, signaling genuine institutional adoption. Bitcoin shattered the $100,000 milestone for the first time, while stablecoins continued to reinforce the global dominance of the US dollar.

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