Can Coronavirus Speed Up European Banking Mergers?

The video discusses the impact of digitalization on the European banking industry, highlighting the need for consolidation through mergers and acquisitions due to labor laws. It emphasizes the necessity of a unified banking market and regulatory changes, drawing parallels with the mutual funds industry. The discussion also covers the effects of interest rates on banking operations, advocating for zero rates to stabilize the industry. Finally, it addresses inflation and supply chain disruptions, suggesting a shift towards onshoring in Europe to mitigate these challenges.

What factors does the speaker believe will lead to inflation in Europe?

In what ways does the speaker think the supply chain disruptions will impact investment in Europe?