Is it Time for European Banks to Shine? w/ Seamus Murphy
Real Vision: Finance & Investing
00:00
The Bullish Case for the Banks
We're hearing some interesting anecdotes out of Germany, for example, on real estate lending. And it's the coming back that I find fascinating. This is just not unique to the commercial real estate sector. All corporates will have much, much higher refinancings in terms of what they have to pay. So therefore, even though loan growth is obviously going to slow balance sheets by contract with the pricing power of the banks.
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Transcript
