European Banks – Paid to Lend
The European Central Bank (ECB) provided EUR1.3tr to banks at a negative interest rate, to promote, to push lending, to support economies,...
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ECB Ruling on Dividends: Weaker Eurozone Banks in the Spotlight
The ECB has ordered banks to freeze dividends and share buybacks, in an effort to retain banks' capital and bolster the lending capital base We...
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Bankia, Liberbank and Unicaja, Revisited
In previous notes, I have analysed potential combinations between Bankia SA (BKIA SM), Liberbank SA (LBK SM) and Unicaja Banco SA (UNI SM), the...
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Catalonia Crisis – Break Away Republic
* Economic Impact: Catalonia has amongst the largest public debts of Spain's regions, and could witness a 25%-30% economic contraction and its...
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Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
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