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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Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
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All Roads Lead to Siena: Intesa Moves on BMPS
Intesa’s opening bid for BMPS reshuffles Italian bank consolidation. With BMPS holding Mediobanca and BPM in the wings, outcomes hinge on price,...
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Italian Banks: Legacy NPL Disposals Drive Returns Recovery
The core investor concern on Eurozone banks has been on the dovish ECB policy and the restart of QE with its negative implications for bank credit...
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Boost Research
Italian Banks: Value Opportunities, Despite Political Uncertainty
The Italian Prime Minister Giuseppe Conte resigned on Tuesday resulting in the collapse of the anti-establishment coalition, between the...
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