European Investment Banks With U.S. Exposure Best Placed to Gain From Trump Win -- Market Talk

Dow Jones17:43

0943 GMT - Barclays and UBS are well positioned to benefit from the pockets of opportunity brought about by a second Trump administration, Keefe, Bruyette & Woods says in a research note. European investment banks with more exposure to U.S. capital markets, a stronger U.S. dollar and less exposure to tariffs are naturally the way to go, analysts Thomas Hallett and Andrew Stimpson write. Deutsche Bank and German banks in general aren't well placed on potential tariffs given the country's large foreign trade surplus, they add. A stronger dollar tends to favor the Swiss more--such as UBS and Julius Baer--and the Germans the least, they note. Likely reduced financial regulation from the Republican sweep with greater prospects from M&A activity should also support European and U.S. banks, they add. (elena.vardon@wsj.com)

(END) Dow Jones Newswires

November 19, 2024 04:43 ET (09:43 GMT)

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Deutsche Bank and German banks in general aren't well placed on potential tariffs given the country's large foreign trade surplus, they add. A stronger dollar tends to favor the Swiss more--such as UBS and Julius Baer--and the Germans the least, they note. Likely reduced financial regulation from the Republican sweep with greater prospects from M&amp;A activity should also support European and U.S. banks, they add. 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