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Roland Pfaender ... (+5)
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
  • Steven Gould
Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Cushion spreads for bank bonds, Deutsche Bank 2026 funding...

Covered bonds: worth a look from a spread cushion perspective. Deutsche Bank: lower issuance in 2026 with the bulk still in NPS. CaixaBank earnings remain resilient. RBI's targets point to lower profitability ahead.

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Cushion spreads for bank bonds, Deutsche Bank 2026 funding...

Covered bonds: worth a look from a spread cushion perspective. Deutsche Bank: lower issuance in 2026 with the bulk still in NPS. CaixaBank earnings remain resilient. RBI's targets point to lower profitability ahead.

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/30/2026

Eutelsat: the sale of the ground infra to EQT has been blocked by the French State|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/01/2026

Eutelsat : la vente de l’infrastructure terrestre à EQT a été bloquée par l’Etat français|

Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
Amira Manai ... (+2)
  • Amira Manai
  • Geoffroy Michalet
Carole Braudeau
  • Carole Braudeau

Credit Morning 01/29/2026

Canal+ expects € 400m+ of synergies from the acquisition of Multichoice by 2030|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/01/2026

Canal+ vise plus de 400 m EUR de synergies issues du rachat de Multichoice d’ici 2030|

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank BrunchDeutsche Bank reports stronger earnings

Deutsche Bank (DB) reported substantially stronger earnings, masking the issues in its CRE book. While its capital edged lower, we see the headroom still more or less solid at c.295bp. We consider the report altogether as solid.

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Deutsche Bank reports stronger earnings

Deutsche Bank (DB) reported substantially stronger earnings, masking the issues in its CRE book. While its capital edged lower, we see the headroom still more or less solid at c.295bp. We consider the report altogether as solid.

Carole Braudeau
  • Carole Braudeau

Credit Morning 01/26/2026

INEOS Quattro: € 200m equity injection|Daniel Kretinsky launches takeover bid for Fnac Darty|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 26/01/2026

INEOS Quattro: € 200m equity injection|Daniel Kretinsly lance une OPA sur le capital de Fnac Darty|

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