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BANKING News & Analysis

Our view of Australian banks
Stocks
Our view of Australian banks
Our latest banking industry pulse explored the state of the industry.
Nathan Zaia | 14 April 2024
Top ASX banking opportunities
Stocks
Top ASX banking opportunities
Bank shares rally as bad debt concerns ease but look overvalued.
Nathan Zaia | 11 April 2024
Commercial property and the global credit crunch
Stocks
Commercial property and the global credit crunch
Morningstar's Alexander Prineas says Australian REITs are well placed despite concerns of a global credit crunch.
Sarah Dowling | 30 March 2023
Why bank bailouts may be making the financial system more fragile
Markets
Why bank bailouts may be making the financial system more fragile
Morningstar's James Gruber says the bailouts of SVB and Credit Suisse have received little pushback, yet they should as they make another financial...
James Gruber | 28 March 2023
Which European banks are the weakest link?
Stocks
Which European banks are the weakest link?
Stress has returned the European banking system with Deutsch Bank and other stocks under pressure.
Niklas Kammer, CFA | 24 March 2023
Banking crisis not over as Deutsche Bank and Europe peers plunge
Markets
Banking crisis not over as Deutsche Bank and Europe peers plunge
Where are large, inscrutable exposures? Where are the profitability challenges? Deutsche Bank and Commerzbank will be popular answers due to their...
Lukas Strobl | 24 March 2023
UBS-Credit Suisse deal: This great banking nation now looks like a banana republic
Markets
UBS-Credit Suisse deal: This great banking nation now looks like a banana republic
Over years working in global capital markets, I transacted billions of dollars of bond issues with Credit Suisse, Swiss Bank Corp and UBS. I never...
Graham Hand | 23 March 2023
What do cheese and hybrids have in common?
Fixed Income
What do cheese and hybrids have in common?
Losing the confidence of your funders, whether retail or institutional, has fast and far-reaching implications.
Charlie Callan, CFA | 23 March 2023
Fed raises rates, but uncertainty reigns amid banking crisis
Markets
Fed raises rates, but uncertainty reigns amid banking crisis
A tightening of bank lending could tilt the balance on the economy and future rate hikes or cuts.
Preston Caldwell | 22 March 2023
Why this is a must-watch Fed meeting
Markets
Why this is a must-watch Fed meeting
The Fed may raise rates again, but its signals on the banking crisis and future rate hikes will be key for the markets.
Jakir Hossain | 21 March 2023