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2024/02/14 / Erste Group Research
Credit Markets Weekly

Commercial real estate once again in ECB’s focus

In the ongoing reporting season for 4Q 2023, EUR STOXX 600 companies have surprised slightly positively at an aggregated level. The real estate sector remains a problem child.

The ECB is calling on banks with commercial real estate loans to carry out effective risk management and transparent credit analysis. Otherwise, they must expect higher capital requirements. Germany is particularly exposed due to the strong fall in prices and the high level of outstanding loans.

Leading indicators are slightly optimistic, but the economic recovery is a long time coming.

Special topic of the week:
- Issuer in focus: ORLEN

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General information

AuthorErste Group Research
Date2024/02/14
Product typeweekly / bi-weekly
Product nameCredit News
Topic in focusCredits/ Corporate bonds
Languageen
Market cap-
AvailabilityAll [1]
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