French: U.S. Regulation a Challenge to European Banks

The video discusses the current state of European banks, highlighting their performance in stress tests and the challenges they face. It examines both cyclical growth and structural issues within the eurozone, noting potential upgrades in growth forecasts by the IMF. The video also explores the impact of potential US deregulation on European banks, particularly concerning profitability and business location. Finally, it addresses the possibility of regulatory arbitrage replacing currency wars as a major challenge for the banking sector.

Discuss the structural problems mentioned in relation to the European banking system.

What is meant by 'regulatory arbitrage war' in the context of the banking sector?