European Banks Lag U.S. Peers

The video discusses the challenges faced by European banks due to structural issues, competition from US banks, and a complex political environment. It compares the profits of US and EU banks, highlighting the impact of aggressive monetary stimulus on EU banks' margins. The video also explores the differences in funding sources between the regions and the effects of low interest rates. Finally, it considers the potential for mergers and acquisitions to change the banking landscape.

In what ways do European banks rely on lending compared to capital markets?

What potential changes could M&A bring to the banking sector in Europe?