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Crisis impact on bank balance sheets in the euro area

May 4, 2020

Crisis impact on bank balance sheets in the euro area

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Topic:

Banking and financial markets

Analyst:

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During March, the first month in which the coronavirus pandemic made itself felt in Europe, banks' balance sheets grew substantially. On the one hand, euro-area banks raised enormous amounts of liquidity from the ECB, other financial corporations and non-financial companies. On the other, they just kept a large part of that at the central bank or lent it to other banks and other financial corporations. In addition, banks extended markedly more credit to non-financial firms which likewise stacked up their liquidity buffers to prepare for weaker cash flows as a result of the looming massive recession. The crisis so far had no major impact on banks’ retail business and their holdings of government bonds. [more]

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