Société de recherche indépendante en macro-économie et stratégie d’investissement

+33 1 53 42 65 33Mon espace abonné


Interest rates and banks stocks. What should we do?

Anglais -

7 nov. 2023

Over the past six months, European banks are the sector that have performed the best after energy. But in reality, banks have been outperforming for over three years (since October 2020, see chart infra), gaining about 65%1, which is an exceptional outperformance for the past 30 years, in both quantitative terms and duration terms; only over the March 2000-January 2005 period was it ...

Conseil en stratégie d'investissement

Contactez nous

Nos économistes stratégistes sont à votre disposition

+33 1 53 42 65 33


Première société de recherche indépendante de France en macro-économie et stratégie d’investissement.