Citigroup – Watch The Negative Jaws
CITIGROUP: Investors Shouldn't Be Fooled By The EPS Beat Led By A Massive Pre-emptive Provision Cut. Bank Has Negative Operating Jaws, Worsening...
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Wells Fargo – The Great Provision Delta
Long-term perspective shows that Wells Fargo may be in for a period of incredibly low provisions, which should be beneficial to results going forward.
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JP Morgan & Co. – Good Credit Omen For US and Global Banks
JPM Results, A Good Credit Omen For US and Global Banks. Reserve Reversals Likely To Be A Trend For 4Q20 Results Season -Although Issues Persist
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US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
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Bank Credit Weekly: Powell Put Pushes Asia and US HY Risk Sentiment Higher – Risks Now Changed
Asia’s high yield market kept pace with the US as risk sentiment rose following the Fed Chairman’s speech this week. The Powell put is alive and...
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