What to Watch for in European Bank Earnings

The video discusses the differences in provisioning between European and US banks, highlighting that European banks have generally taken less risk. It also covers the outlook for equity trading in 2021, noting that while US banks had strong results, the future may be more challenging. The corporate sector's high leverage and potential moves into equity markets are analyzed, with a focus on the impact of current interest rates. Finally, the video examines the fixed income and credit markets, predicting difficulties in replicating 2020's success in macro products but seeing potential in credit markets.

In what ways might corporate sectors leverage equity markets in the current economic climate?

What challenges do banks face in repeating their 2020 performance in fixed income markets?