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Bank of America Urges Shorts on 17 European Financial Stocks

3/19/2026

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Summary

Story summary

Bank of America advises clients to short 17 European financial stocks due to a 30% downside risk from private credit exposure.
Goldman Sachs has promoted short trades on corporate loans, aligning with BoA's view.
U.S. private capital firms posted losses, with Blue Owl down 40% and Blackstone down 27%.
Despite warnings, BoA analysts see a potential "buy-the-dip opportunity," while Deutsche Bank's CEO says private credit remains stable.

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Story summary

Bank of America advises clients to short 17 European financial stocks due to a 30% downside risk from private credit exposure.
Goldman Sachs has promoted short trades on corporate loans, aligning with BoA's view.
U.S. private capital firms posted losses, with Blue Owl down 40% and Blackstone down 27%.
Despite warnings, BoA analysts see a potential "buy-the-dip opportunity," while Deutsche Bank's CEO says private credit remains stable.