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Insights: Banking
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Recent posts
Adem Tumerkan • Recent
Private Credit Isn’t Isolated — The Risk Is Flowing Back to Banks
Private credit has exploded — and rising leverage, opaque valuations, and bank ties are producing systemic risk. Learn the warning signs and why it matters
Morning PourDebt & CreditBanking
Adem Tumerkan • Recent
Bank Reserves Are Shrinking — Is a Liquidity Crunch Next?
U.S. bank reserves are plunging to multi-year lows. Is a liquidity crunch next? See what’s draining reserves and why regional banks are at risk.
Morning PourLiquidityBanking
Adem Tumerkan • Recent
Overnight Reverse Repo: What it is and Why Liquidity Is Drying Up
Learn how the overnight reverse repo works, why usage has collapsed, and what shrinking liquidity could mean for markets and financial stability.
LiquidityBankingMarkets
All Posts
Adem Tumerkan • Recent
Debt Cycles 101: Why Credit Drives Economic Growth
Debt cycles explain how credit drives economic booms and busts. Learn how borrowing fuels economic growth, why deleveraging hurts, and what to watch.
Morning PourDebt & Credit
Adem Tumerkan • Recent
Banks Are Lending Again, Canada’s Market Is Soaring, and Birth Rates Sink
Bank lending accelerates to highest since 2008, Canadian equities are surging on commodities, & falling birth rates are a problem for OECD future growth
Deep DiveBankingMarkets