Deleveraging Europe

Deloitte
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

61
every slide · same image gating as the playbook
01
Slide 1
Features an image of the Prague Astronomical Clock.front_matter
02
front_matter
03
The slide serves as an introduction to a report titled 'Deleveraging Europe'.establish_context
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
04
The slide provides a narrative summary of NPL market trends alongside two charts: a stacked bar chart for annual activity and a donut chart for country-level deanalyze_data
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
05
The slide contains four distinct charts: a stacked bar chart by asset type, a horizontal stacked bar chart by country, a horizontal stacked bar chart by countryanalyze_data
Open slide detailBeat · Situation & ContextLoop · Tale Two Worlds
06
The slide presents two stacked bar charts side-by-side, showing transaction volumes for major financial institutions and investment firms.compare_peers
Open slide detailLoop · Tale Two Worlds
07
Includes two charts: EBA loans under moratoria by country and EBA expired vs non-expired loans under moratoria.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
08
Contains three distinct charts: NPL Ratio, Loan Loss Provisions, and Stage 2 Loans, with accompanying commentary on banking sector trends.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
09
The slide contains two distinct sections: Ireland (left) and Spain (right), each with multiple charts showing NPL volumes, provisions, and loan types.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
10
Contains four distinct charts analyzing Greek bank performance metrics.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
11
The slide is a two-page spread (20 and 21) presented as a single image.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
12
Includes two charts: NPL volume/ratio for Germany and Loans by Stage for European banks.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Tale Two Worlds
13
Includes two quotes from industry participants.analyze_data
Open slide detailLoop · Tale Two Worlds
14
Includes a quote from Clifford Tjiok of LOANCOS.establish_context
Open slide detailLoop · Tale Two Worlds
15
summarize
Open slide detailLoop · Tale Two Worlds
16
Two-page spread presented as a single slide inventory.establish_context
Open slide detailLoop · Tale Two Worlds
17
Includes a quote from Andrea Enria regarding the effectiveness of AMCs in clearing bank balance sheets.establish_context
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
18
The slide presents a historical list of AMCs across North America, Europe, and Asia, followed by a text-heavy analysis of NPL management.present_framework
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
19
The slide contains two pages of content (36 and 37) presented as a single view. It includes a diagram illustrating the taxonomy of AMC structures.present_framework
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
20
The slide contains two distinct sections: a conceptual framework/diagram on the left and a data table on the right.compare_options
Open slide detailBeat · Solution & ApproachLoop · Tale Two Worlds
21
The slide provides a comparative analysis of different AMC models and their asset compositions.present_framework
Open slide detailLoop · Tale Two Worlds
22
The slide contains technical regulatory definitions regarding 'Real Economic Value' (REV) and 'Current Market Value' (CMV) in the context of EU state aid rules.summarize
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
23
The chart combines a bar chart for lending volume and a line chart for vessel count.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
24
This is a two-page spread (46-47) presented as a single image.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
25
The slide uses a thematic image of shipping containers to visually reinforce the 'Shipping deals' title.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
26
Part of a 'Deleveraging Europe' report.establish_context
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
27
The slide contains two pages of content (52 and 53) presented as a single image.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
28
establish_context
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
29
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
30
The slide provides a narrative summary of UK banking deleveraging activity alongside supporting charts and a transaction table.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Tale Two Worlds
31
Includes two bar charts for top sellers/buyers and two tables for transaction details.analyze_data
Open slide detailLoop · Tale Two Worlds
32
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailLoop · Tale Two Worlds
33
The slide contains a mix of qualitative market commentary, a stacked bar chart, a waterfall/area chart, and a detailed transaction table.analyze_data
Open slide detailLoop · Tale Two Worlds
34
Includes two bar charts for top sellers/buyers and two tables for transaction details.analyze_data
Open slide detailLoop · Tale Two Worlds
35
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailLoop · Tale Two Worlds
36
Contains multiple charts and tables summarizing transaction data.analyze_data
Open slide detailLoop · Tale Two Worlds
37
Includes a line chart comparing German GDP growth to G7 economies from 2006 to 2026.establish_context
Open slide detailLoop · Tale Two Worlds
38
The slide contains multiple charts and tables summarizing transaction data.analyze_data
Open slide detailLoop · Tale Two Worlds
39
Includes a photo of the Colosseum as a visual anchor for Italy.establish_context
Open slide detailLoop · Tale Two Worlds
40
The slide provides a narrative on Italian NPL market evolution alongside quantitative data on transaction volumes and a specific 2019 deal list.illustrate_case
Open slide detailLoop · Tale Two Worlds
41
The slide is split into two columns of tables, both titled 'Completed transactions in 2019 - continued'.analyze_data
Open slide detailLoop · Tale Two Worlds
42
The slide contains two bar charts showing top sellers and buyers, and two large tables detailing specific transactions.analyze_data
Open slide detailLoop · Tale Two Worlds
43
The slide is split into two main sections: transactions from 2020 and transactions from 2021/ongoing.analyze_data
Open slide detailLoop · Tale Two Worlds
44
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailLoop · Tale Two Worlds
45
The slide contains two charts (bar and stacked area) and two large data tables detailing transaction portfolios.analyze_data
Open slide detailLoop · Tale Two Worlds
46
The slide contains two bar charts and three tables detailing transaction portfolios, asset classes, sellers, buyers, and deal sizes.analyze_data
Open slide detailLoop · Tale Two Worlds
47
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailLoop · Tale Two Worlds
48
The slide contains two charts (bar and stacked bar) and two tables detailing transaction data.analyze_data
Open slide detailLoop · Tale Two Worlds
49
Includes two bar charts for top sellers/buyers and two tables for transaction details.analyze_data
Open slide detailLoop · Tale Two Worlds
50
Part of a 'Deleveraging Europe' report series.establish_context
Open slide detailLoop · Tale Two Worlds
51
The slide contains a mix of narrative analysis, two charts (bar and stacked bar), and a detailed transaction table.analyze_data
Open slide detailLoop · Tale Two Worlds
52
The slide contains two bar charts comparing top sellers and buyers, and three tables detailing specific transaction portfolios.analyze_data
Open slide detailLoop · Tale Two Worlds
53
Part of a series of country-specific regulatory/economic updates.establish_context
Open slide detailLoop · Tale Two Worlds
54
Contains two charts (bar and area) and one data table. The slide focuses on Cyprus NPL market dynamics.analyze_data
Open slide detailLoop · Tale Two Worlds
55
Includes two bar charts for top sellers/buyers and two tables for transaction details.analyze_data
Open slide detailLoop · Tale Two Worlds
56
The chart uses a dual-axis approach (bars for volumes, diamonds for ratios). Ukraine is excluded from the chart due to high NPL levels.establish_context
Open slide detailLoop · Tale Two Worlds
57
The slide is a text-heavy overview of regional banking asset quality, likely part of a larger report on European deleveraging.establish_context
Open slide detailLoop · Tale Two Worlds
58
Contains two charts: a bar chart for NPL coverage ratios and a stacked bar/scatter chart for loan moratoria.analyze_data
Open slide detailLoop · Tale Two Worlds
59
The slide contains multiple charts and tables summarizing NPL/loan transactions.analyze_data
Open slide detailLoop · Tale Two Worlds
60
This is a two-page spread. The left side describes the practice, the right side details the service offerings.present_solution
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61
front_matter
Open slide detailLoop · Tale Two Worlds