GECMagz

Carbon risk in loan pricing: Commitment channels and real effects

Transition risks related to climate change are increasingly recognised in equity and bond markets. This column uses syndicated loan tranches…

4 days ago

How shifts in geoeconomic power are rewiring global trade

Trade growth stalled after the Global Financial Crisis, and world trade is now splitting along geopolitical lines. This poses a…

4 days ago

Baby busts and GDP booms: Demographic change and the macroeconomy

Globally declining birth rates have, over the last seven decades, slowed population growth and raised average ages. This column argues…

4 days ago

Rethinking the use of quantitative easing for macro stimulus

Quantitative easing (QE) has been a pivotal monetary policy tool during periods when short-term interest rates are pinned at the…

6 days ago

The AI premium

Artificial intelligence is already reshaping the economy and society. This column analyses how AI affects firms, markets, and workers using…

6 days ago

Beyond the snapshot: How poverty really unfolds over time in the EU

Poverty is not a static condition but a dynamic process, and measuring it as such reveals challenges that annual snapshots…

6 days ago

Digital banks, social media, and the competition for deposits

The rapid digitalisation of banking and the widespread use of social media are transforming competition for retail deposits. Using US…

1 week ago

Dividend tax reforms: Why design shapes revenue and measured inequality

Governments around the world increasingly rely on capital taxation to raise revenue and reduce inequality. Temporary tax holidays on dividends,…

1 week ago

Debt service and fiscal sustainability

Debt sustainability analysis typically focuses on debt stocks and the interest rate-growth rate differential, but these are not perfect predictors…

1 week ago

Why Europe’s banks stay home: Regulatory fragmentation and the cost of an incomplete banking union

Despite major institutional reforms, the European Banking Union remains incomplete. Banking markets remain fragmented along national lines, which constrains Europe’s…

2 weeks ago