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BNP Paribas lifts capital target to 13% and wins ECB nod for €1.15bn buyback

BNP Paribas has raised its CET1 capital ratio target to 13% by 2027 and secured ECB approval for a €1.15 billion share buyback starting November 2025. The bank aims for a 13% ROTE by 2028 and maintains a 60% profit payout policy, balancing resilience with flexible shareholder returns amid market volatility.
JPMorgan Is Writing the Biggest Checks Again. Here’s the Twist for Private Credit.
JPMorgan is dominating corporate lending by securing major deals like the $8 billion Skechers acquisition and a $17.5 billion Warner Bros. Discovery commitment. This resurgence signals banks are reclaiming market share from private credit, intensifying competition and potentially compressing pricing for top-tier borrowers.

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