Global week ahead: Banking bellwethers and a tariffs waiting game
1. European banks show strong earnings momentum, impacting market sentiment positively. 2. Unicredit's equity increase amid M&A ambitions adds uncertainty to market expectations. 3. ECB likely to maintain rates at 2%, but tariffs could prompt rate cuts. 4. Deutsche Bank hits 14-year high profits, indicating robust financial sector performance. 5. Underestimated inflation risks in Europe could lead to significant market reactions.