Announcements
Drinks
11/4/2024 Research EN
French banks quarterly: Heading into a more volatile business environment
Stalling economic growth in France could herald a more difficult period for French banks. Lacklustre fourth-quarter bank results, which already cast a shadow over otherwise satisfactory full-year performance, look increasingly less like an anomaly.
26/3/2024 Research EN
German savings and co-operative banks well positioned to face challenges
The strong financial results of Germany's savings and co-operative banks demonstrate a high degree of resilience to current challenges, including continued cost pressures and credit risks, particularly in real estate.
25/3/2024 Research EN
The Wide Angle – European banking to 2030: more vigorous on the digital, more rigorous on risk
The future for European banks looks unmistakably digital and AI-driven. Emerging platform economies and the blurring of cyberspace borders between financial and non-financial businesses will further disrupt incumbent banks’ legacy structures.
15/3/2024 Research EN
German banks: systemic crisis unlikely amid persistent concerns about real estate slump
Fears of a real estate crisis engulfing German banks, particularly around US office exposure, have overshadowed their better annual results announced in recent weeks. But there is no immediate risk of a systemic crisis.
13/3/2024 Research EN
Italian banks: no acceleration in deposit repricing but funding pressure set to intensify
Deposit rates are rising slowly, reflecting low competition and a favourable deposit mix, but we expect more pressure in coming quarters, owing to TLTRO III redemptions and competition from retail government bond placements.
