bearish•Thematic (Sector/Industry)•05 Jun 2023 08:56
US Banks - Road Forward
The road forward for US banks is likely far lower net interest income growth, with some turning negative, alongside rising credit costs and a...
bearish•Thematic (Sector/Industry)•18 May 2023 10:43
US Banks - Liquidity to Credit
Except US banks to move from liquidity risks to credit risks, with the US Senior Loan Officer Survey pointing to major tightening.
bearish•Thematic (Sector/Industry)•08 May 2023 16:19
Small US Banks - CRE Acceleration
Small banks in the US are seeing their commercial real estate loans surging, which we believe is not due to new projects, renewed optimism, but...
bearish•Thematic (Sector/Industry)•03 May 2023 14:34
Pacwest - The Next One?
It appears as though may be more to worry about at PACW compared with FRC, with both liquidity and credit risks, not only the former. It is also...
bullish•Rakuten Bank •25 Apr 2023 09:08