A massive contraction in shadow banking is the reason for slower growth in China, not the developing trade war with the US. Regulators everywhere should take note, writes Brian Caplen.

Are concerns about low return on equity based on a false assumption about the cost of capital? Adjust that and the picture improves dramatically, writes Brian Caplen.

A danger for CEOs of major banks is that they focus too much on the macro at the expense of the micro, writes Brian Caplen. Reading customer complaints would help them get a more balanced view.

Where shadow banking is driving credit creation, regulators are liable to find their efforts to calm things down meeting with political resistance. India and China are both in focus, writes Brian Caplen.

Jobs and assets that move out of the UK due to Brexit are not coming back. But banks can learn management lessons from the prime minister’s mistakes, writes Brian Caplen.

Markets are choppy and the economic outlook is grim but 2019 could be a year of banking renaissance, writes Brian Caplen.

Big banks have been accused of underserving SMEs. Brian Caplen asks: can the challengers do better?

Or to be more accurate they should be unpopular for the right reasons, writes Brian Caplen, as a decade of easy money has undermined their credibility.

Banks are being encouraged to sign up to sustainable development. But, asks Brian Caplen, will the strategy hurt or enhance profits?

Innovation is easier and cheaper in the digital age. Banks should take advantage of this, writes Brian Caplen.