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EssentialThe Next Big Trade

Is it Time for European Banks to Shine?

Featuring Seamus Murphy and Harry Melandri

Jul 10, 2023 • 63 minutes

Essential

The Next Big Trade

Is it Time for European Banks to Shine?

European household spending is exploding, and with tighter monetary policy for longer, banks may be set to benefit.

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Featuring Seamus Murphy and Harry Melandri

Jul 10, 2023 • 63 minutes

With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.

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The Next Big Trade, hosted by Harry Melandri, forecasts future trends in macro and digital markets. We talk to the biggest names in finance to find out their next big buy.

More Episodes

The Next Big Trade, hosted by Harry Melandri, forecasts future trends in macro and digital markets. We talk to the biggest names in finance to find out their next big buy.

More Episodes

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