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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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...
629 Views
European Banks at Q119: Big Banks, Greek Banks...a Quantamental Evaluation
We take a look at a sample of European banks at Q119, and score them by financial strength (FUN), by trends and value-quality (PH Score) and by...
653 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
753 Views
Spain Financials: Surging Higher
Spain Financials are the fastest-rising country/sector exposure in the global active universe, with ownership surging to 32% of funds and both...
145 Views