Iñaki Aldasoro
@aldasoro.bsky.social
Principal Economist at the Bank for International Settlements. Views are my own, so is the silly sense of humor.
Reposted by Iñaki Aldasoro
🚨 Private credit probably isn’t big enough to threaten the banking syst. But insurance? That’s where I’d focus. Opinion column. on.ft.com/3LCuVDb
If private credit breaks, insurers will fall under the microscope
Rising holdings of the asset class could lead to problems when the next downturn comes
on.ft.com
November 15, 2025 at 9:03 AM
🚨 Private credit probably isn’t big enough to threaten the banking syst. But insurance? That’s where I’d focus. Opinion column. on.ft.com/3LCuVDb
It’s true, who among us hasn’t done this?
Eric Trump: "You can send $500 million worth of bitcoin on a Sunday night at 11pm while having a glass of wine with your wife for virtually zero fees."
November 13, 2025 at 8:41 PM
It’s true, who among us hasn’t done this?
“The batman remains at large” was right there for the taking.
Breaking News: The authorities are seeking the arrest of a man who brought a baseball bat to the office of Alina Habba, the acting U.S. attorney in New Jersey.
Man Who Appeared at Alina Habba’s Office With a Bat Remains at Large
The man showed up outside the office of the U.S. attorney in New Jersey on Wednesday evening and was later allowed to enter without the bat. Law enforcement authorities are seeking his arrest.
nyti.ms
November 13, 2025 at 7:00 PM
“The batman remains at large” was right there for the taking.
Reposted by Iñaki Aldasoro
I can’t even … www.wsj.com/finance/inve...
Exclusive | Robinhood Offers to Bring Cash to Your Doorstep, for a Fee
The brokerage is teaming with mobile app Gopuff to provide customers home delivery of their cash.
www.wsj.com
November 13, 2025 at 3:16 PM
I can’t even … www.wsj.com/finance/inve...
Reposted by Iñaki Aldasoro
Fed's Perli: Technical fed balance sheet expansion is likely soon.
November 12, 2025 at 8:53 PM
Fed's Perli: Technical fed balance sheet expansion is likely soon.
Logging in after a while. So; cancel culture has reached the CPI?
November 12, 2025 at 8:45 PM
Logging in after a while. So; cancel culture has reached the CPI?
Check out our paper on AI in finance, with Gambacorta/Korinek/Shreeti/Stein, now available in revised form at the Journal of Financial Stability
www.sciencedirect.com/science/arti...
www.sciencedirect.com/science/arti...
Intelligent financial system: How AI is transforming finance
At the core of the financial system is the processing and aggregation of vast amounts of information into price signals that coordinate participants i…
www.sciencedirect.com
November 11, 2025 at 1:20 PM
Check out our paper on AI in finance, with Gambacorta/Korinek/Shreeti/Stein, now available in revised form at the Journal of Financial Stability
www.sciencedirect.com/science/arti...
www.sciencedirect.com/science/arti...
What are the best (guess)timates of data centre investment needs for the next 5 years or so?
November 11, 2025 at 12:51 PM
What are the best (guess)timates of data centre investment needs for the next 5 years or so?
Atletico’s style could you use some more of the boldness that characterises private credit lending.
*APOLLO BUYS 55% OF ATLETICO MADRID, EXPANSION SAYS
November 10, 2025 at 1:13 PM
Atletico’s style could you use some more of the boldness that characterises private credit lending.
Basel evening, on my way to a dinner of the monetary minds with Borio, Disyatat and Mehrling
November 9, 2025 at 8:48 PM
Basel evening, on my way to a dinner of the monetary minds with Borio, Disyatat and Mehrling
Reposted by Iñaki Aldasoro
Non-bank lenders may be fair-weather friends - @haonanzhou.bsky.social column here on research here with @aldasoro.bsky.social and Sebastian Doerr of the BIS showing non-banks pull back more sharply after a crisis than banks www.ft.com/content/d4da...
Non-bank lenders may be fair-weather friends
Research shows they don’t just retreat in a crisis — they run for the exit
www.ft.com
November 8, 2025 at 5:30 PM
Non-bank lenders may be fair-weather friends - @haonanzhou.bsky.social column here on research here with @aldasoro.bsky.social and Sebastian Doerr of the BIS showing non-banks pull back more sharply after a crisis than banks www.ft.com/content/d4da...
A lesson in the circular flow of income
The plan: take money from insurers, give it to people, then have people give it back to the insurers.
November 8, 2025 at 3:23 PM
A lesson in the circular flow of income
Reposted by Iñaki Aldasoro
on.ft.com/49dRS9z Non-bank lenders may be fair-weather friends
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Non-bank lenders may be fair-weather friends
Research shows they don’t just retreat in a crisis — they run for the exit
on.ft.com
November 7, 2025 at 9:34 PM
on.ft.com/49dRS9z Non-bank lenders may be fair-weather friends
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
on.ft.com/49dRS9z Non-bank lenders may be fair-weather friends
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Non-bank lenders may be fair-weather friends
Research shows they don’t just retreat in a crisis — they run for the exit
on.ft.com
November 7, 2025 at 9:34 PM
on.ft.com/49dRS9z Non-bank lenders may be fair-weather friends
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Check out this piece @financialtimes.com where we discuss our recent research on nonbank lending during crises
Data as of 4 November shows a break in the upward move of the money market MCI, which coincided with the announcement of the end of QT. In other words, money market conditions are not as tight post announcement
November 7, 2025 at 8:16 AM
Data as of 4 November shows a break in the upward move of the money market MCI, which coincided with the announcement of the end of QT. In other words, money market conditions are not as tight post announcement
Correction: blockchain will do this.
*MUSK: OPTIMUS WILL ELIMINATE POVERTY
November 6, 2025 at 10:08 PM
Correction: blockchain will do this.
A world of possibilities out there, the future is yours to make
November 6, 2025 at 10:07 PM
A world of possibilities out there, the future is yours to make
SANDWICH GUY FOUND NOT GUILTY.
EVIDENCE WAS SUB PAR.
EVIDENCE WAS SUB PAR.
November 6, 2025 at 9:58 PM
My ”AI investments need a government backstop t-shirt” is raising a lot of questions that I feel are already answered by my t-shirt
OpenAI CEO Altman: We don't have government guarantees for OpenAI datacenters.
November 6, 2025 at 8:17 PM
My ”AI investments need a government backstop t-shirt” is raising a lot of questions that I feel are already answered by my t-shirt
Reposted by Iñaki Aldasoro
Fun offshore dollar market updated factoid: in the year to end-June 2025, offshore dollars increased by ~ $1.42 trillion (about $ 91 billion for stablecoin market cap over the same period, for comparison)
Fun offshore dollar market fact: in the year to end-March 2025, offshore dollar deposits increased by roughly 11.5 times the increase in total stablecoin market cap over the same period (977 bln versus 85 give or take).
Cc @robinwigglesworth.ft.com @bhgreeley.bsky.social
Cc @robinwigglesworth.ft.com @bhgreeley.bsky.social
Started/ going
November 6, 2025 at 8:00 AM
Fun offshore dollar market updated factoid: in the year to end-June 2025, offshore dollars increased by ~ $1.42 trillion (about $ 91 billion for stablecoin market cap over the same period, for comparison)