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      Webinar: Commercial real estate – how concerned should debt investors be?

      26/3/2024 Research EN

      Webinar: Commercial real estate – how concerned should debt investors be?

      Thursday, April 11th 2024 - 3:30 PM (CEST)

      German savings and co-operative banks well positioned to face challenges

      26/3/2024 Research EN

      German savings and co-operative banks well positioned to face challenges

      The strong financial results of Germany's savings and co-operative banks demonstrate a high degree of resilience to current challenges, including continued cost pressures and credit risks, particularly in real estate.

      The Wide Angle – European banking to 2030: more vigorous on the digital, more rigorous on risk

      25/3/2024 Research EN

      The Wide Angle – European banking to 2030: more vigorous on the digital, more rigorous on risk

      The future for European banks looks unmistakably digital and AI-driven. Emerging platform economies and the blurring of cyberspace borders between financial and non-financial businesses will further disrupt incumbent banks’ legacy structures.

      German banks: systemic crisis unlikely amid persistent concerns about real estate slump

      15/3/2024 Research EN

      German banks: systemic crisis unlikely amid persistent concerns about real estate slump

      Fears of a real estate crisis engulfing German banks, particularly around US office exposure, have overshadowed their better annual results announced in recent weeks. But there is no immediate risk of a systemic crisis.

      Italian banks: no acceleration in deposit repricing but funding pressure set to intensify

      13/3/2024 Research EN

      Italian banks: no acceleration in deposit repricing but funding pressure set to intensify

      Deposit rates are rising slowly, reflecting low competition and a favourable deposit mix, but we expect more pressure in coming quarters, owing to TLTRO III redemptions and competition from retail government bond placements.

      One year on: European banks in good shape

      7/3/2024 Research EN

      One year on: European banks in good shape

      Looking back over the past year since the collapse of Silicon Valley Bank and the distressed takeover of Credit Suisse, the European banking sector has come through unscathed and looks in good shape for the remainder of 2024.

      Webinar: banks need to prepare more and worry less about a digital euro

      4/3/2024 Research EN

      Webinar: banks need to prepare more and worry less about a digital euro

      Tuesday, March 12th 2024 - 3:30 PM

      Spanish banks quarterly: limited challenges in 2024 as profitability drivers remain supportive

      29/2/2024 Research EN

      Spanish banks quarterly: limited challenges in 2024 as profitability drivers remain supportive

      Spanish bank profitability in 2023 was driven by record net interest income. In terms of the 2024 outlook, the banks will face limited challenges as profitability drivers remains supportive and deposits have started to recover.

      UK car financing review not material for large UK banks

      29/2/2024 Research EN

      UK car financing review not material for large UK banks

      The UK Financial Conduct Authority’s car finance review, initiated following a high number of complaints and compensation claims, may weigh negatively on profits for some banks but it is not a systemic credit issue for the banking sector.

      The Wide Angle: banks need to prepare more and worry less about a digital euro

      28/2/2024 Research EN

      The Wide Angle: banks need to prepare more and worry less about a digital euro

      The likely establishment of a digital euro (dEUR) has triggered some anxiety at European banks around the stability of their deposits, high implementation costs, and curtailment of innovation capacity and competitiveness.