What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Another S$1.1bn of New NPLs at DBS
There are about 10 items on the DBS website, related to new disclosure. The last one is almost always the most important. There is far too much...
370 Views
OCBC's Disclosure of NPLs and Distribution Is of Interest
There is no blow-out in NPLs or credit costs at OCBC, and earnings are not a disaster. But we do not believe that all is as well as it may appear...
360 Views
DXY Rally with S&P 2,135 Trigger
S&P RSI triangle and the DXY breakout patterns are the two most important chart patterns that will drive direction for DM’s and EM’s.DXY –...
244 Views
The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
273 Views