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.
War, oil, inflation โ and the impact for banks
zeb.market.flash #55, Q1 2026: The escalation in the Middle East and the closure of the Strait of Hormuz triggered a massive energy and inflation shock in the first quarter of 2026.
Banks crown successful year with Q4 rally
zeb.market.flash #54, Q4 2025: The global capital markets ended Q4 2025 with moderate gains (MSCI World market cap. +3.2% QoQ). Despite pronounced uncertainty factors โ including the longest government shutdown in US history and poor consumer sentiment in Europe and the US โ the markets proved resilient.
ESG transformation advancing but still in progress
Every quarter, zeb.market.flash provides an overview of the performance of the worldโs largest banks (measured by market capitalisation). This issue (#49 โ July 2024) deals in detail with our special topic “ESG transformation advancing but still in progress”.
Banking prospects 2024: โsoft landingโ or recession?
Banks caught between favorable forecasts and acute risks
The future of banks: despite a positive outlook, caution is advised in 2024
Every quarter, zeb.market.flash provides an overview of the performance of the worldโs largest banks (measured by market capitalisation). This issue (#47 โ January 2024) deals in detail with our special topic “2024 โ transitional year to a new equilibrium”.
Medium-term interest rate scenarios and implications for European banks
What medium-term interest rate scenarios are possible? What are the consequences for European banks? And what control levers, if any, do institutions have in this situation?
Rebirth of the deposit business: is a โbattle for depositsโ looming?
zeb.market.flash Q2 2022 (Issue 42 โ November 2022): Banksโ strong performance fuels hope for upcoming quarters
The EU taxonomy: sustainable or not? Thatโs the question
The EU taxonomy for sustainable investments is the key basis for assessing the sustainability of economic activities and is relevant for several other EU regulations.
Closing the book on 2020 โ what to expect from European banksโ upcoming full-year figures
Preview on the status quo analysis of the European Banking Study 2021.
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