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Listen "UK Banks: Death by a Thousand Cuts"
Episode Synopsis
In this latest episode of Industries in Motion, Benjamin Toms, European Banks Equity Research, discusses with Michael Hall, Head of European Research, the current UK banking landscape, and how we weigh up low valuations/rising rates vs a potential recession. Benjamin also explores the impact of low mortgage affordability and when he thinks the consumer will start to feel squeezed by higher interest rates.
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