EPISODE · Feb 28, 2025 · 19 MIN
Something HUGE Is Happening to European Banks (Should You Be Worried?)
from Eurodollar University · host Jeff Snider
European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. Eurodollar University's Money & Macro AnalysisECB BLS Q4 2024https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
What this episode covers
European banks are surging into safety, buying the third most on record in January. At the same time, they scaled back activities in the real economy expecting further deterioration. Their behavior also backs up market pricing especially interest rates, while also exposing the fallacy behind them. Eurodollar University's Money & Macro AnalysisECB BLS Q4 2024https://www.ecb.europa.eu/stats/ecb_surveys/bank_lending_survey/html/ecb.blssurvey2024q4~e1ddae0f19.en.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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Something HUGE Is Happening to European Banks (Should You Be Worried?)
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