Primer: American Express Co (AXP US) - Sep 2025
Unique Closed-Loop Model Drives Profitability: American Express operates an integrated "closed-loop"network, acting as the card issuer,...
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US Banks - C&I Loans +10.1% YoY in Apr From -2.9% in Jan, Strong Read-Through, Banks & Economy
HFD for US banks, shows very strong acceleration in C&I loans, and also other loans, which will also include C&I. Data suggests good economic...
420 Views
A Defensive Portfolio Prepared For The Wealth Effect’s Reversal
The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...
367 Views
Ally Financial - Suggests Large Fed Cut, Credit Cost Guidance Worsening, Fringe Finco View Can Lead
New disclosure, comments, guidance from Ally Financial show a major deterioration in credit metrics now, in coming months, which can mean a larger...
729 Views
US Large Banks - Weekly Balance Sheets: Decelerating Loans, Rising Cash, Big Time Deposits +109% YoY
US large banks are seeing loan growth decelerating, cash rising, large time deposits up 109% YoY in most recent week. Weekly B/S data suggests net...
624 Views