Market insights

Western Europe: Negative policy rates backfire

Off message: UK and US – the not-so-special special relationship

Hungary’s central bank goes down the rabbit hole

Capital markets

Housing finance: Yield hunters storm Dutch mortgage market

Panda breath: China fears dislocation, not doomsday

Regulation can’t help oil patch banks

Banking

Barclays Africa eyes growth despite group sale

Italy banking merger: Beginning or end?

Inside investment: Driving lessons from Greece

Against the tide: Gold is back

Macaskill on markets: Thiam loses credit as Credit Suisse stumbles

Sideways: ECB pixie dust fails to revive credit trading