BUZZ-BofA sees fortunes to reverse for Nordic banks in 2025
BofA Global Research says Nordic banks' fourth quarter net interest income (NII) is "saved again" by temporary effects, but sees fortunes to reverse in 2025
The broker cuts 2025 NII by 1.2% on average for Swedish banks as the 2024 temporary boost reverses in 2025 partly offset by higher rate expectations
Norway is the clear outlier with loan growth rebounding, driven by the business segment versus negative business sentiment in the other Nordic countries, it says
Yield profiles of Nordic banks remain mostly unimpressive versus Europe until extra buffers come down, it adds
BofA double upgrades DNB DNB.OL to "buy" on improved NII dynamics with fading market rate cut expectations and surging loan growth in Norway
It downgrades Swedbank SWEDa.ST to "underperform" from "neutral" as all positives are priced in, while seeing the strongest NII pressure in the Nordics
The broker maintains "buy" on Danske DANSKE.CO, "neutral" on Nordea, and "underperform" on Svenska Handelsbanken SHBa.ST, and SEB SEBa.ST
Related Articles
National Debt Bomb Ignited? Musk Warns U.S. Will Be 1000% Bankrupt Without AI
TradingKey - Tesla (TSLA) CEO Elon Musk recently issued another warning regarding the rapidly ballooning U.S. national debt. He stated clearly that without artificial intelligence and robotics, the United States will inevitably head toward fiscal bankruptcy.
Tesla Stock Outlook: Competing With Rivian, Robotaxi Potential, and 2026 Prospects
There is much conversation about the prospect of investing in Tesla (TSLA) as we move closer to 2026. The volatility of its share price in 2025 is leading many investors to consider if they should purchase shares of Tesla given the alternatives available in terms of electric vehicles (Rivian, etc.).
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
Is Bitcoin’s Four-Year Cycle Dead in 2026?
Is the Bitcoin 4-year cycle dead? After 2025 broke historical records with a red post-halving year, institutional analysts explore if the Bitcoin price has decoupled from the halving countdown. Analyze the impact of spot ETFs, global liquidity, and the roadmap to the 2028 halving in this 2026 market
