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STRAT DOC 2Q18 – FRENCH BANKS & MACROECONOMIC CONVERGENCE

11 April 2018

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by Blake Allen

At present, many important features of the global economy can be expressed through the lens of global banks. One such theme is macroeconomic convergence, evident in GDP growth rates, and the associated likelihood that global central banks will increasingly follow the Fed in a normalisation path. This note focuses on the theme of macroeconomic ‘convergence’ between the US and EU, and the associated opportunity presented by the ‘divergence’ between valuation multiples attaching to US and EU banks.

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