Global Banks Research Highlights: Week Ending Jul 17, 2026

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Global Banks Research Highlights: Week Ending Jul 17, 2026

J P M O R G A N Global Equity Research

17 July 2026

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Global Banks Research Highlights

Week Ending Jul 17, 2026

This report provides a summary of research produced by J.P. Morgan Global Bank Global Equity Research

ACEquity Research. Key highlights from the past week: Global Equity Research

• M&T Bank: Solid 2Q: CRE Inflection, Broad-Based Loan Growth, Fee gr_publications@jpmorgan.comJ.P. Morgan Securities LLC

Strength Bright Spots; 2H Fee Slowdown Implied

• Australian Banks: AFG Index: A pulse check on Australian mortgage flows

• Billionbrains Garage Ventures ('Groww'): Margin expansion story remains

intact

• U.S. Mid- and Small-Cap Banks M&A Bi-Weekly Report: 48 Bank Deals

in 2Q26, Up from 38 in 2Q25, but Avg. Deal Size of $37mm -75% Vs.

Comparable Period

• First Horizon Corp: 2Q26: EPS Beat Overshadowed by Less Favorable

Trends on Deposit Costs, Competition, & Outlook; N

• South African Banks: Credit backdrop remains supportive; system loan

growth at 9.8% in May - monthly credit tracker

• French Banks: Paris Tour Feedback

• Dutch Banks: EPS upgrades ahead of Q2 - Rates and fees strengthen the

earnings outlook

• Asean Financials: A profit booking quarter in the making; 2Q26 preview

• Korea Banks: BoK’s expected hike with more hawkish stance, hinting at faster

hikes ahead; NIM upside on higher ROE

• European Banks Daily: 10 July 2026

• European Banks Daily: 13 July 2026

• European Banks Daily: 14 July 2026