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16 March 2022

SSM: Invasion of Ukraine: euro area banks so far resilient to a second exogenous shock


Prior to the geo-political shock, investors were positive on
banks:
• upside linked to reversal of provisions and gradual normalisation of
interest rate environment
• aggregate banks’ profit projections above pre-COVID levels until 2023
• some lenders projecting medium-term double-digit return on...





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