Why A 100bps ECB Rate Cut Would Crush European Banks

were there to be a rate cut of 100bp (to -1.4%), four out of the 32 Euro banks we cover would be loss making (DBK, CBK, BMPS and BOP) and further four would be close to break-even (BAMI, EMII, UBI and BKIA), all else equal.

  • Jul 23, 2019 10:00 PM

Gundlach Live Webcast: What Comes Next

Join DoubleLine's Jeff Gundlach in his latest periodic webcast in which he will reveal his take on next week's Fed announcement, the recent record moves in bonds and stocks, and what happens next.

  • Jul 23, 2019 4:18 PM

Horseman Capital: Lessons From Japan 2019

Growth slowing, high yield spreads widening, unemployment could potentially be inflecting higher. If the experience of Japan with quantitative easing is still relevant, it would indicate investors are likely to go into bonds rather than equities...

  • Jul 23, 2019 3:35 PM