A critical review of the ECB’s December 11th proposals to simplify banking regulation and their implications for AT1 instruments.
Here are the key takeaways from the third quarter 2025 earnings season of European banks and our 2026 outlook.
Are European banks closing the gap with US banks in 2025, despite their fragmentation and perfectionism?
Here are the key takeaways from the second quarter 2025 earnings season of European banks.
Here are the key takeaways from the first quarter 2025 earnings season of European banks.
Here are the key takeaways from the fourth quarter 2024 earnings season of European banks.
After a difficult post-crisis decade, European banks have outperformed the broader equity market for a 4th year in a row.
Here are the key takeaways from the third quarter 2024 earnings season of European banks.
Here are the key takeaways from the second quarter 2024 earnings season of European banks.
Here are the key takeaways from the first quarter 2024 earnings season of European banks.
Here are the key takeaways to remember from the 2023 results for European banks.
Here are the key takeaways to remember from the outlook for subordinated debt in 2024.
What should we expect for bank credit in 2024?
Expected rate cuts, resilient earnings, and high yields support European bank equities, barring a deep recession.
In 2015, the Financial Stability Board issued the TLAC standard to strengthen loss-absorbing capacity of the largest global banks.
Here are the key takeaways from the third quarter 2023 earnings season of European banks.
Here are the key takeaways from the second quarter 2023 earnings season of European banks.
UBS’ acquisition of Credit Suisse raises concerns over governance, AT1 treatment and the credibility of the Swiss’ resolution framework.
With the rise of interest rates comes naturally the end of the ultra-cheap money era, even for banks.
Here are the key takeaways from the first quarter 2023 earnings season of European banks.
Whenever there is a bank in trouble somewhere in the world, investors tend to get nervous.
The drop in Deutsche Bank’s share price reflects post–Credit Suisse market panic, without calling into question its fundamentals or liquidity.
FINMA and the SNB provide explicit support to Credit Suisse, ensuring liquidity, financial strength, and enhanced options to secure the bank.