European Banks: ECB SREP - Repairing Balance Sheets, Despite Profitability Challenge
The ECB's SREP press release and briefing today served to highlight some positive points on capital, credit quality but also the challenges in...
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European Banks: Screening for Value January 2020
High liquidity in markets and improving investor risk appetite appear to be driving the rotation into equities and especially value stocks, which...
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Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
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Italian Banks: Dodging The "Low Grade" M&A Bullets, at Least for Now
Banca Carige and Banca Popolare di Bari stand out as the Italian bank bailouts at the end of 2019 This highlights, in our view, that increasingly...
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Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
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