Tag: bitcoin

Global Banking & Capital Markets Outlook 2026

February 20, 2026

A. Executive summary Entering 2026, global banking and capital markets are transitioning from the post-pandemic rate-shock period into a phase where dispersion and market “plumbing” may matter as much as headline macro variables. The observations below summarize conditions and transmission channels that appear most relevant today; they are intended as neutral framing rather than forecasts. … More Global Banking & Capital Markets Outlook 2026

Stablecoins and Deposit Substitution: Key Insights for Financial Stability

January 14, 2026

The dialogue on stablecoins and deposit substitution is evolving, highlighting their modest impact on U.S. bank deposits. Currently at about 1.5% of deposits, stablecoins influence the banking landscape through direct substitution, recycling, and restructuring. While not an immediate threat, their growth could affect deposit stability and liquidity, prompting shifts in funding dynamics. … More Stablecoins and Deposit Substitution: Key Insights for Financial Stability