Primer: Aozora Bank Ltd (8304 JP) - May 2026
Aozora Bank is currently navigating a critical juncture, recovering from a significant net loss in FY2024 driven by provisions against its U.S....
152 Views
Norinchukin Bank – Sector Outlier Rather than Big-Cap Bank Canary in the Coalmine
​Norinchukin's big unrealized bond portfolio losses are not representative of interest rate risk in the bigger cap banks, Norinchukin is an...
773 Views
US Banks - Weekly C&I Loan Growth Remains Negative, Total Loan Growth Still Only Barely Positive
High frequency data shows US banks with very weak C&I loans and total loans. Large time deposit growth remains high, only adding to core income...
529 Views
The Weekly Market Monitor – How China Is Pushing Stocks Higher Except at Home
Is this the start of another Chinese liquidity boom? Meanwhile, commercial real estate loan provisions are spreading across the globe, which is why...
673 Views
CMA - Net Interest Income -21% with Criticized Assets +53% and CRE Loans Rising 32% YoY
CMA is showing some worrying figures in the wake of NYCB disclosures. CMA's net interest income is in sharp contraction, CRE loans rising fast and...
631 Views