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Higher profitability and abundant capital have done wonders for Dutch lender ABN AMRO, which has returned over 50% since my last update. Q2 results were strong: revenue, costs, and earnings all beat expectations, while the bank has hit management's ROE target two years ahead of schedule. With risk-weighted assets expected to remain flat through 2028, hitting management's capital target will require ABN to return over 100% of its net income to shareholders.

UBS reiterated its 'overweight' stance on European banks after a strong second-quarter earnings season prompted fresh upgrades to profit forecasts across the sector. The 40 major lenders UBS tracks reported pre-tax profit around 6% above consensus, helped by better net interest income, stronger fee income and stable costs.

The bank's operating income climbed 13% in the second quarter while its net interest income rose 11%.