The document discusses the systemic risk posed by the banking sector, particularly in relation to the U.S. energy sector and oil prices. It highlights the impact of falling oil prices on U.S. banking stocks and the challenges faced by oil companies in maintaining dividends. The analysis includes insights from Marco Scherer, Energy Equities Expert at Deutsche AM, on the potential consequences of further declines in oil prices.
documents/vol00010-efta01459659-pdf.pdf
{"title":"CIO View Special - Americas Edition","key_people":["Marco Scherer"],"document_date":"February 2016","document_type":"other","key_locations":["U.S."],"document_subtype":"financial analysis","key_organizations":["Deutsche Asset & Wealth Management","MSCI World Energy Index"]}