All into Account: ‘The view on European Banks’ with Mislav Matejka, Head of Global & European Equity Strategy, Kian Abouhossein, European Banks Analyst, Esmail Afsah, European Derivatives Strategist

Mislav, Kian, and Esmail join to discuss our view of European banks, after our recent shift to UW given that the outperformance of the sector may stall assuming bond yields are peaking. We also discuss the bottoms up perspective and how best to implement the views within vol markets.

 

Speakers:
Thomas Salopek, Head of Global Cross Asset Strategy
Mislav Matejka, Head of Global & European Equity Strategy
Kian Abouhossein, European Banks Analyst
Esmail Afsah, European Derivatives Strategist

 

 

This podcast was recorded on Nov. 9, 2023.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4546791-0, https://www.jpmm.com/research/content/GPS-4488904-0, and https://www.jpmm.com/research/content/GPS-4555229-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.