zeb.market.flash (Issue 10 – July 2014)

Key topics

1. State of the banking industry

  • Global banking industry with solid increase in market cap and positive TSR — but global top 100 banks worst among all industry sectors
  • Western European banks with negative TSR

2. Key banking drivers

  • Surprisingly sharp drop of US GDP, but Western Europe continued its recovery
  • ECB and Fed’s monetary policy lowered long-term interest rates again in Q2 2014, leading to even flatter yield curves — German interest rates back at their level of 2012
  • Investment banking clearly improved with higher volumes in all segments

3. Special topic: The EBA stress test—challenging the European banking sector’s substance

  • EBA stress test is the next core element in ECB’s Comprehensive Assessment
  • EBA currently analyzes delivered results and refines methodology and calibration
  • Results are expected at end of October

Picture: Skyline Toronto

Feel free to contact us!

Author Dr. Dirk Holländer

Dr. Dirk Holländer

Senior Partner Office Frankfurt

Volker Abel

Senior Manager zeb
Author Dr. Ekkehardt Bauer

Dr. Ekkehardt Bauer

Senior Manager Office Münster

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