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该地区20家最大贷款机构,从巴黎银行到劳埃德银行,自8月初以来下跌了7%。
From Breakingviews - Breakingviews - COMMENTARY: European banks inch towards high-rate cliff edge The region’s 20 biggest lenders, from BNP to Lloyds, fell 7% since early August.
投资者可能担心高利率已经过了最佳点,这意味着贷款损失和增长放缓。然而,回报仍然丰厚,坏账不太可能上升到足以破坏局面的程度。
Investors may fear that high rates have passed the sweet spot, meaning loan losses and slower growth. Yet returns are still chunky, and bad debt is unlikely to rise enough to spoil the party.