European Banks: 2Q20 Capital & Credit Quality Screens
European bank earnings have been hit hard by the need to build loan loss provisions, in the pandemic driven downturn We look at 2Q20 cost of risk...
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Turkey – On The Brink
*Military Flashpoint With Greece: In late July, a Turkish seismic exploration ship (“Oruc Reis”) was sent to Kastellorizo, an island on the Greek...
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Turkey – Grand Experiment Is Failing
*Backward, Not Forward: Turkey is fast becoming a frontier market. The rise of President Erdogan looks to threaten generations of wealth...
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European Banks: Balance Sheet Assessments in the Face of Adversity
In this report, we look at balance sheet strength and loan loss provisioning “readiness” and the planned EU pandemic recovery fund EU leaders have...
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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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