market flash by zeb

Every quarter, zeb.market.flash provides an overview of the performance of the world’s largest banks.

  • For our analyses, we take a close look at relevant indicators for the valuation of the capital market, such as stock returns, as well as macroeconomic and bank-specific drivers. These include return on equity, yield curves, or growth of the gross domestic product.
  • One focus is on the performance of the top banks in Europe in our sample. How does their development compare to that of the largest banks worldwide? Which European bank shows a particularly good, which a particularly weak capital market performance? What could be the reason for this?
  • In addition, each issue deals in detail with a currently particularly relevant special topic in the industry.

Our background knowledge from 30 years of financial service consulting rounds off these assessments. This gives you an exclusive and compact insight into the global banking market.

Start into a potentially challenging year 2024f or banks

A splendid start into a potentially challenging year

Every quarter, zeb.market.flash provides an overview of the performance of the world’s largest banks (measured by market capitalisation). This issue (#48 – April 2024)
2024: The future of banks

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 world’s largest banks (measured by market capitalisation). This issue (#47 – January 2024)
Economies and banks at a pivotal turning point

Economies and banks at a pivotal turning point

zeb.market.flash, Q3 2023: (Issue 46 – October 2023): regulatory gaps between the U.S. and the euro area.
regulatory gaps between the U.S. and the euro area

Markets regain confidence in banks

zeb.market.flash Q2 2023 (Issue 45 – July 2023): regulatory gaps between the U.S. and the euro area.
Banking crisis 2.0: Banking turmoil raises old familiar questions

Banking crisis 2.0: banking turmoil raises old familiar questions

zeb.market.flash Q1 2023 (Issue 43 – April 2023): Banking crisis 2.0 and its regulatory implications
Banking environment: 2023: challenging times ahead

New banking environment 2023: challenging times ahead

zeb.market.flash Q4 2022 (Issue 42 – January 2023): Essential value drivers in banking
Rebirth of the deposit business for banks in Europe

Rebirth of the deposit business: is a “battle for deposits” looming?

zeb.market.flash Q2 2022 (Issue 42 – November 2022): Banks’ strong performance fuels hope for upcoming quarters
Soaring interest rates in turbulent times

Soaring interest rates in turbulent times

zeb.market.flash Q2 2022 (Issue 41 – July 2022): It is official: The era of zero interest rate levels seems to be over, but banks
Say goodbye to Goldilocks economy

Say goodbye to the Goldilocks economy

zeb.market.flash Q1 2022 (Issue 40 – April 2022): Post-war economic perspectives and impact on banks.
Green investment challenge for banks

The green investment challenge for banks

zeb.market.flash Q4 2021 (Issue 39 – January 2022): The green investment challenge.
Central banks’ answer to the crypto boom / Bottom-up view modern skyscraper

Central banks’ own answer to the crypto boom

zeb.market flash Q3 2021 (Issue 38 – October 2021): Money, money, money? – Central banks’ own answer to the crypto boom
Young woman looking over the City of London as metaphor for the article "Banking sector 2021 – promising first half"

Banking sector 2021 – promising first half

TLTRO – a welcome booster for profits and growth?
Looking directly up at the skyline as metaphor for "Inflation on the horizon – bank stocks are rallying"

Inflation on the horizon – bank stocks are rallying

Inflation and increasing interest rates: big comeback or just a dream? zeb.market flash Q1 2021 (Issue 36 – April 2021)
Young Asian businesswoman with protective face mask to protect and prevent from the spread of viruses as metaphor for "The banking sector between hope and fear" in zeb.market flash Q4 2020

The banking sector between hope and fear

zeb.market flash Q4 2020 (Issue 35 – January 2021): European banks’ capital market performance – a valuation conundrum?
Young woman outside wearing a virus protective face mask as metaphor for the article "COVID-19 still looming large"

zeb.market flash Q3 2020 (Issue 34 – October 2020)

A deceptive calm? – European banks still need to be vigilant!
Businesswoman outdoors wearing healthcare mask. as metaphor for "zeb.market flash Q2 2020 (Issue 33 - July)"

zeb.market flash Q2 2020 (Issue 33 – July 2020)

COVID-19 and the impact on European banks’ capitalization
Image shows Toronto city in winter

zeb.market flash (Issue 32 – January 2020)

Climate change and its impacts on banking—initial thoughts.
Title image: zeb.market flash (Issue 31 – October 2019) / BankingHub

zeb.market flash (Issue 31 – October 2019)

How long can banks withstand negative interest rates and a diminishing economic environment?

zeb.market flash (Issue 30 – July 2019)

“TRIMming” European banks’ capital ratios in times of increasing market uncertainty
The Skyline of Frankfurt in Germany with all the finance buildings at daylight in zeb.market flash (Issue 29 – April 2019) / BankingHub

zeb.market flash (Issue 29 – April 2019)

Friendly capital market in Q1 pushing banks’ share prices – merger rumors cannot prevent European banks from lagging behind
London skyline in zeb.market flash (Issue 28 – January 2019)

zeb.market flash (Issue 28 – January 2019)

Global banks in 2018 with disappointing market performance—agenda for 2019 full of challenges such as Brexit and IBOR transition.
zeb.market flash (Issue 27 – October 2018)

zeb.market flash (Issue 27 – October 2018)

European banks continue to lose ground
zeb.market flash: Hongkong skyline at sunrise

zeb.market flash (Issue 26 – July 2018)

After first half of 2018, last year’s capital market gains of global banking industry destroyed
Aerial view of Manhattan in New York

zeb.market flash (Issue 25 – April 2018)

Market corrections and uncertainties regarding the U.S. trade policy cause a bumpy start to 2018 for the banking sector

zeb.market flash (Issue 22 – Juli 2017)

K E Y T O P I C S I. State of the banking industry The global banking industry lost
zeb market flash

zeb.market flash (Issue 20 – January 2017)

Key Topics I. State of the banking industry The banking industry has been the biggest winner in the latest stock

zeb.market flash (Issue 19 – October 2016)

K e y  t o p i c s I. State of the banking industry Global top 100 banks increased their

zeb.market flash (Issue 18 – July 2016)

Key Topics I. State of the banking industry The Brexit decision on June 23rd discontinued the positive trend of the

zeb.market flash (Issue 17 – April 2016)

KEY TOPICS 1. State of the banking industry Global capital markets were massively distressed during the first quarter of 2016—significant

zeb.market.flash (Issue 16 – January 2016)

2015: “another lost year” for the banking industry?

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