U.S. Banks vs. European Banks – Equity Performance Gap Since 2007

European bank stocks are recovering after a decade of disastrous performance. While US banks have recovered from the Global Financial Crisis(GFC) and also the Covid pandemic, banks from Europe barely survived. In addition to these, some of the other factors that crushed European lenders include the many years and iterations of sovereign debt crisis, money …

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The Year-To-Date Returns Of Exchange-Listed Foreign Bank ADRs

Foreign bank stocks listed on the US exchanges are down significantly so far this year. In fact, except Deutsche Bank, all these ADRs are in the deep red as shown in the chart and table below. Banco de Chile is the only bank ADR with a a relatively low loss of about 10%. Some of …

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Consolidation Among U.S. Commercial Banks

Consolidation in the U.S. commercial banking sector has led to a substantial declines in the number of banks available for banking. According to the Federal Reserve Federal Reserve Bank of St. Louis Economic Research report titled “Commercial Banks in the US.” the number of banks has fallen to 4,900 current. That is a decline of …

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On the Performance of Foreign Bank Stocks Year-To-Date

Among the foreign bank ADRs, emerging market banks have performed very well so far this year relative to their developed world peers. This is not surprising since most emerging markets are up by double digit percentage points this year and financials are the main drivers of growth in these markets. As the pillars of the …

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