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FSB Chair Warns G20 of Heightened Financial Stability Risks From Middle East Conflict

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Summary

FSB Chair Andrew Bailey has warned G20 Finance Ministers and Central Bank Governors that the ongoing Middle East conflict is creating heightened uncertainty and volatility in global financial markets. The letter identifies three areas warranting heightened monitoring: sovereign bond markets, asset valuations, and private credit. The FSB indicates it will shortly publish a report examining vulnerabilities arising from private credit and is advancing analytical work on foreign exchange derivatives and other amplification channels.

What changed

The FSB Chair's letter to G20 Finance Ministers and Central Bank Governors highlights that the Middle East conflict has made the global financial environment more uncertain and unpredictable. Financial markets are experiencing heightened volatility and tightening conditions, compounded by existing vulnerabilities including stretched asset valuations, concentrated leverage in the nonbank financial sector, liquidity mismatches, and increasing market complexity. The FSB identifies sovereign bond markets, asset valuations, and private credit as three key areas warranting heightened monitoring.

For financial institutions and investors, this letter signals the need to reassess portfolio exposures and risk management frameworks in light of elevated global financial stability concerns. While no binding requirements are imposed, the FSB's warning indicates increased scrutiny of systemic risks across banking and nonbank financial sectors. Financial institutions should prepare for potential market disruptions and consider stress testing scenarios related to the identified vulnerabilities.

What to do next

  1. Monitor sovereign bond markets for volatility
  2. Monitor asset valuations for potential corrections
  3. Monitor private credit sector for leverage and liquidity risks

Archived snapshot

Apr 13, 2026

GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.

Publications Reports to the G20 FSB Chair’s letter to G20 Finance Ministers and Central Bank Governors: April 2026
This letter was submitted to G20 Finance Ministers and Central Bank Governors (FMCBG) ahead of their meeting on 16 April 2026.

In his letter, Andrew Bailey, notes that the conflict in the Middle East has made the global financial environment more uncertain and unpredictable. Financial markets are experiencing heightened volatility and tightening conditions. When combined with existing vulnerabilities – such as stretched asset valuations, concentrated leverage in the nonbank financial sector, liquidity mismatches, and increasing market complexity – these factors could lead to multiple shocks materialising simultaneously. The impact on financial stability will ultimately depend on the duration, scale and consequences of the conflict.

Andrew Bailey highlights three key areas that warrant heightened monitoring:

  • Sovereign bond markets
  • Asset valuations
  • Private credit The FSB will shortly publish a report looking at the vulnerabilities arising from private credit. The FSB is also advancing analytical work on foreign exchange derivatives and other amplification channels to better understand evolving risks.

Press Release

13 April 2026 FSB Chair warns of rising financial risks stemming from Middle East conflict

FSB Chair’s letter to G20 central bank Governors and Finance Ministers highlights the significant challenges posed by the ongoing conflict in the Middle East and its impact on global financial stability.

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Last updated

Classification

Agency
FSB
Published
April 13th, 2026
Instrument
Notice
Legal weight
Non-binding
Stage
Final
Change scope
Minor

Who this affects

Applies to
Banks Investors Financial advisers
Industry sector
5231 Securities & Investments
Activity scope
Financial stability monitoring Risk assessment Market surveillance
Geographic scope
European Union EU

Taxonomy

Primary area
Financial Services
Operational domain
Risk Management
Compliance frameworks
Basel III
Topics
Banking Securities Insurance

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