Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US)Â is at 51% YoY. Bank Of...
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U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
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