POSITIVE ROTATION OF MONEY INTO THE EUROPEAN BANKING SECTOR     CONTINUING POSITIVE ALERTS (UPGRADES) INDICATES THE IMPROVING OVERALL SECTOR PICTURE    BEST MOMENTUM IS COMING FROM BANKS IN NORTHERN EUROPE AND THE UK    ITALIAN BANKS CONTINUE TO LAGRead More

What a difference a year makes. This time last year investors were particularly bullish on European Banks as they were expected to benefit from higher bond yields, rising inflation expectations and an improving economic picture. Alas a slowdown in China and plunging oil prices have since changed this outlook. More recently, uninspiring earnings reports and...Read More