What we do and who we are.

This issue gives a compact overview of the most important developments in the global banking market in Q2 2024.

Commercial real estate in turmoil and vulnerability of Western European banks.

2024 – transitional year to a new equilibrium.

The central banks’ balancing act of tackling inflation without stalling the economy is going into the next round.

The banking turmoil in March 2023 caused some U.S. banks to fail, while euro area banks remained stable. Our detailed comparison reveals existing regulatory gaps between midsized U.S. banks and euro area banks.

The collapse of Silicon Valley Bank and Credit Suisse in March 2023 caused significant turmoil in global banking and beyond.

With challenging times ahead, banks start to brace themselves amidst bleak economic outlook. But the question remains: is there a universal framework of value drivers?

How did the deposit business fare in the past, how will it develop and what is the current playing field across Europe? Is a “battle for deposits” looming?

Q1 2022: Post-war economic perspectives and impact on banks