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      The Wide Angle – Key takeaways from the UBS takeover of Credit Suisse

      20/3/2023 Research EN

      The Wide Angle – Key takeaways from the UBS takeover of Credit Suisse

      Sam Theodore has come up with his key takeaways following UBS’s takeover of Credit Suisse.

      The Wide Angle – When a banking crisis is not a banking crisis

      16/3/2023 Research EN

      The Wide Angle – When a banking crisis is not a banking crisis

      The market panic that took hold yesterday does not reflect reality. There is no rational basis to the view that Europe’s large banks are in crisis. The opposite is true.

      Contagion risks low for Germany’s smaller savings and co-operative banks

      15/3/2023 Research EN

      Contagion risks low for Germany’s smaller savings and co-operative banks

      Concern about Germany’s small banks, particularly savings and co-operative banks, has been rising. But a strong regulatory framework, a granular customer base, significant financial reserves and a stable economic environment make contagion risk unlikely.

      The Wide Angle – Takeaways for European banks from the SVB collapse

      14/3/2023 Research EN

      The Wide Angle – Takeaways for European banks from the SVB collapse

      We are not witnessing the beginning of another banking crisis. SVB is not symptomatic of the state of US or European banking. Sentiment on most large European banks will bounce back. Sam Theodore offers key takeaways for European banks and supervisors.

      Tight rules and strong oversight should buffer European banks against contagion

      14/3/2023 Research EN

      Tight rules and strong oversight should buffer European banks against contagion

      The US bank failures of recent days and the risk of more fallout do not alter the positive base case we laid out for European banks in early 2023, although the latitude for unforeseen outcomes in a fast-moving, volatile situation demands caution.

      The Wide Angle – Geopolitical risk is rising for large European banks

      10/3/2023 Research EN

      The Wide Angle – Geopolitical risk is rising for large European banks

      The extent to which Russia’s war in Ukraine has opened a Pandora’s Box cannot be understated. It has considerably heightened geopolitical risks for many large European banking groups with an international presence.

      French banks and the benefits of rising rates: the risk of slow-motion 2023

      6/3/2023 Research EN

      French banks and the benefits of rising rates: the risk of slow-motion 2023

      We expect French banks to achieve reasonable results in 2023 despite multiple headwinds: a slowing economy, country-specific characteristics delaying the benefits of rising rates, pressure on cost bases from inflation, and weakening asset quality.

      The Wide Angle: European banks are under-investing in digital transformation

      28/2/2023 Research EN

      The Wide Angle: European banks are under-investing in digital transformation

      The future of European banks will be decided by their success in digitally transforming their business models and profitability drivers yet banks continue to under-invest in this area.

      Borrowers should prepare for tougher funding conditions

      28/2/2023 Research EN

      Borrowers should prepare for tougher funding conditions

      The bond market has enjoyed favourable conditions since the start of the year but Scope’s European Financial Conditions Index has started to tighten in response to sticky inflation, meaning borrowers are likely to face more difficult funding conditions.

      Webinar: Promising outlook for Italian banks

      27/2/2023 Research EN

      Webinar: Promising outlook for Italian banks

      Tuesday, March 7th 2023 - 3:30 PM (CET)