Report
European Banks Outlook 2026 - Stronger for longer?
Our 2026 Outlook for European banks remains positive, supported by strong fundamentals and limited prospects for a negative catalyst that could derail this strong momentum.Fundamentals are expected to remain strong to very strong through 2026Valuations have become tighter and very compressedSpreads are now close to testing investors' appetite and sentimentMarket consolidation is a positive driver, though it comes with inherent execution riskDecompression Trades will be a key theme for 2026French banks are the main outliers: they display very strong credit profiles but are underperforming
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
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