Annual Banking Outlook
Annual Banking Outlook
TGB Annual Banking Outlook 2026: Fragmentation, Capital, and the Geopolitics of Finance
The IMF expects global growth of 3.3% in 2026, yet bank rules and money are fragmenting: Basel III final rules apply on different dates across major economies, gold has overtaken the euro in reserves and the ECB is widening euro backstop lending to central banks.
Annual Banking Outlook
TGB Annual Banking Outlook 2025: Rate Cycles, Rising Gulf Banks, and the AI Inflection
The Federal Reserve held at 4.25–4.50% after 100bp of cuts, Gulf pegs followed it down, Al Rajhi Bank lifted 2024 net income by 18.7% and 75% of UK financial firms already use AI: the forces shaping bank earnings and supervision in 2025.