ECB view - Euro banks topside play (Martin Zeman, 23 Jan 2019)

Subject: ECB view - Euro banks topside play From: Martin Zeman Date: Wed, 23 Jan 2019 17:23:24 -0500 To: "Paul Barrett (S" ‹ > Cc: Stewart Oldfield Paul - research piece with some nice charts on the banks topic we talked about. https://research.db.com/Research/Article?rid=2f75ac9d-8fd7-40f4-a215- d9b93915e21b-604&kid=RP0001&documentType=R Page 16 -> How/when could the ECB adjust rates policy for the banking system? Our baseline view is that the start of the ECB policy tightening cycle