BlackRock’s Hildebrand: Efficacy of Further Negative Rates Questionable

The video discusses the challenges faced by banks in 2020, highlighting changes in market expectations and the impact of central bank policies. It explores the evolving business models of banks, particularly in Europe, and the potential for mergers to create value for investors. The discussion also covers inflation trends, interest rate outlooks, and the implications of ECB policies. The video concludes with an analysis of political risks and their potential impact on market sentiment and inflation.

What political factors are considered risks for the economy in 2020?

What signs of inflation are mentioned, and how might they affect the banking perspective?