EPS cut on reflation trade capitulation
06/09/19 -"We have updated our model and revisited our forecasts following the release of the group's second quarter results. This has translated into earnings downgrades fully driven by lower expectations in ..."
Pages
60
Language
English
Published on
06/09/19
You may also be interested by these reports :
15/10/26
Nordea’s Q3 slightly missed consensus (PBT -2%), mainly because the trading result was hit by September’s rate volatility. Underlying trends held: ...
13/10/26
AlphaValue banks team dusted off its long-term pair of binoculars and addressed the possibility that inflation might run unchecked (‘unanchored’ is ...
12/10/26
We still believe that we are entering a long inflationary cycle, which is normally negative for equity markets. In our view, a selective portfolio of ...
08/10/26
French Banks Under Sovereign Pressure.