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1、Corporate&Investment Banking Outlook 2 Corporate&Investment Banking Outlook 2025Disclaimer:The information presented in this report is for informational purposes only and should not be interpreted as financial or investment advice.Every report has been vetted to ensure the accuracy and reliability o

2、f the data and analysis presented but we cannot guarantee its suitability for any particular purpose.Readers are advised to conduct their own independent research and consult with qualified financial professionals before making any investment decision.The views and opinions expressed in this report

3、are those of the authors and are not necessarily representative of the views of any specific financial institution or organisation.Past performance is not indicative of future results and investing carries inherent risks.We disclaim any liability for any loss or/and damages arising directly or indir

4、ectly from the use of information presented in this report.3 Corporate&Investment Banking Outlook 2025CIB Performance and OutlookFrom AI to Agentic AI in Banking and CIBsThe first half of 2025 confirmed a fragile economic environment.The OCDE projects global growth at 2.9%this year(after 3.1%in 2024

5、),but trajectories diverge:a US rebound(+3.8%in Q2),modest recovery in Europe(+1.6%),limited growth in the UK(+0.3%in Q2),and emerging markets under pressure from new US tariffs(effective average rate at 18.6%,the highest since 1933).Against this backdrop,capital markets revenues rose 13%YoY,but per

6、formance dispersion across banks remains pronounced.Structurally,revenue and cost dynamics across geographies have followed similar cycles since FY2023,downturn,recovery,and acceleration,but the amplitudes differ:US banks achieved a steeper rebound in revenues,while European peers exhibited greater