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Julien Ponthus

Bloomberg

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BullEurope leaning · 2026-09-08

Julien Ponthus (Bloomberg) says European banks are the main winners of the high-gas, higher-inflation, higher-yield environment and the trend can continue absent a recession.

that creates an environment for higher inflation higher yields higher interest rates. And the main winners for that are banks.

Julien Ponthus · Bloomberg · https://www.youtube.com/watch?v=1xSgFhUVuUo @35:31 ↗

5 who lean the other way

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