Institute of International Finance on Banking, Volatility

The video discusses the current economic optimism, highlighting the upward sloping yield curve and trading volatility. It addresses the impact of cost-cutting in investment banks and the potential risks of systemic threats and rising debt. The conversation shifts to the likelihood of bank consolidation and regulatory changes, emphasizing the importance of capital requirements and shareholder returns. The video concludes with insights into capital flows in emerging markets and the effects of US tax reform on economic growth.

What factors contributed to the optimism observed in the recent board meeting regarding the Top 40 biggest institutions?

How have investment banks adjusted their operations in response to market conditions?

What are the medium-term concerns highlighted regarding debt levels?

Discuss the implications of the twin deficits in the United States as mentioned in the text.

What changes in regulation are anticipated in the United States according to the discussion?

How does the current capital environment compare to historical standards?

What trends in capital flows to emerging markets were observed in the last two years?