2 Comments
author

Hi Antonio, thank you for your question. The clear answer is: it depends ;-)

It depends if you are referring to US or EU banks and what capital instrument, debt or equity? Overall I am probably a bit more constructive on EU banks, with a slight preference of debt over equity. But short-term I am bearish all possible combinations ... I will try and answer you question in more detail in an upcoming Quotedian

Expand full comment

@ Andre, could you give your opinion you are more bullish or bearish on banking ?

Expand full comment