FEUP STOXX Europe 600 Banks ETF Loading... : Bullish and Bearish Analyst Opinions

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11:17
Jul 17
Beata Manthey Head of European Equity Strategy, Citi Bloomberg Markets
Overweight European banks on strong upgrades
European banks are experiencing the strongest earnings upgrades, driven by the improving cyclical environment and broadening growth. The sector remains a high-conviction overweight as a well-underpinned buy trade that can perform independently of what happens in other tech themes.
FEUP 1ST
HIGH
11:10
Jul 13
Remi Head of Multi-Asset Growth and Income, Schroder Bloomberg Markets
European banks driven by rate cycle
European banks offer attractive earnings momentum driven by a rate cycle that boosts profitability, resilient European growth, and a steepening yield curve. Even with modest growth, higher-for-longer rates support net interest margins.
FEUP 1ST
HIGH
10:30
Jun 15
Bhanu Baweja Chief Strategist, UBS Investment Bank Bloomberg Markets
European banks to rally near-term.
European banks will also rally in the near term as the region benefits from lower energy anxiety and reduced pressure for aggressive rate hikes.
FEUP 1ST
MED
09:30
Jun 10
Marina Zavolock Chief European Equity Strategist, Morgan Stanley Bloomberg Markets
Long European banks, AI and rates.
European banks are a top pick because they are first in line to see ROI benefits from AI, and they also benefit from higher yields and steeper curves, making them very bullish.
FEUP 1ST
MED

About FEUP Analyst Coverage

Buzzberg tracks FEUP (STOXX Europe 600 Banks ETF) across 1 sources. 4 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (100%). 4 total trade ideas tracked. Latest voices: Beata Manthey, Remi, Bhanu Baweja.