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The latest CapitalWire reporting and analysis tagged Banks.

Business

Europe's Banks Q3 Review: After Margin Compression, the Provisioning Test

Net interest income fell roughly 3% year over year across the largest euro-area lenders as deposit betas finally caught up. The second statement, covering provisions against French sovereign exposure, commercial real estate and small-business credit, is where the quarter was actually decided.

Tomas Herrera·October 31, 2026·5 min read
Business

European Banks Navigate French Fiscal Stress and a Hawkish ECB Hold

European bank shares held up this week as the 10-year OAT touched 4.89% and French spreads tightened three basis points Friday, with lenders reporting resilient net interest income into a December ECB meeting that markets now price as a genuine two-sided decision.

Tomas Herrera·October 30, 2026·5 min read

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