Darius Backhaus is a Manager at zeb.research and part of the Retail Practice Group. His tasks include the preparation of studies and topic development, especially in the areas of European banking markets, interest rates, sustainability and macroeconomic issues.
The stock rally continues, but the problems remain
zeb.market.flash #56, Q2 2026: Despite geopolitical tensions and a gloomy economic outlook, the stock markets rebounded significantly in the second quarter of 2026. At the same time, the worldโs top banks are demonstrating solid financial performance and increased profitability in a market environment that remains volatile.

