YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: How I learned to love European Banks.
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YWR: How I learned to love European Banks.

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Erik
Sep 10, 2021
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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: How I learned to love European Banks.
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Disclosure: Strictly personal views!! This is not an investment recommendation.

If you ask a European PM why they don’t like banking stocks they will say profitability has been hurt by low rates and they won’t own banks unless they are sure interest rates in Europe are going to rise.  Along with this they will say banks are just a macro rates trade and …

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