CoreMacro Strategy Report

Will Europe’s Winners Keep Winning? A Look At Banks And Germany

Mathieu Savary, Head of FICC

Publicado en

21 Feb 2025

Eurozone banks have quietly outpaced the Magnificent 7—can they keep winning? With strong balance sheets, rising profitability, and structural tailwinds, European lenders still offer value despite short-term risks. Meanwhile, German equities continue to defy expectations, but is a near-term pullback on the horizon?

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