
My thoughts on the banking scene with a particular focus on UK equity shares. Note this is not intended to be taken as research or financial advice
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In perhaps the least surprising news of the day, NWG announced this morning its intention to acquire Evelyn Partners (‘EP’) for GBP2.7bn in cash. In part it’s unsurprising because NWG has been linked with numerous wealth management business...
#### Structural hedges 2: the return
Here - as much for reference in other blog posts are the latest company compiled consensus for the UK domestic banks (and an aggregation) in a handy spreadsheet
This is just a short follow up to my earlier post on Trump’s plans to impose a 10% cap on US credit card rates (still not going to happen).
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
30 years of sell-side bank analysis (mostly UK)
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