European banks

Approaching Forager's 15th birthday, Gareth Brown & I dive into the 50bps rate cut in the US and its impact on small-cap stocks.

For all the talk of recession and bond moves of late, you’d think we are in a backdrop of what is complete capitulation. Yet on our recent London/ Europe trip we...

The latest in Europe’s long list of issues Eurozone inflation is continuing to soar to record highs, with Eurostat (the EU’s statistics body) recently announcing...

If you want to search for weaknesses that could lead to another financial crisis, banks are a very good place to start. The last financial crisis saw banks around the...

The European Union (EU) has often been described as an economic impossibility, however a conclusive and over-looked fact remains, that since the birth of the Euro, the...

Spanish banks have until recently been an attractive way for investors to play regional economic recovery and rate normalisation. The real estate market in Spain is in...

U.S. banks have recently rallied strongly and it’s worth considering if European banks can follow given relatively attractive valuations and an improving outlook. In...