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) is at 51% YoY. Bank Of...
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HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
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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...
519 Views
U.S. Equity Strategy Weekly: Actionable Banks & Asset Managers
The technical narrative of the U.S. equity market remains bullish, and it’s not the S&P 500 and Russell 2000’s new highs that are talking the...
441 Views
China Banks: Rising Write-Offs at Odds with NPLs
The most visible sign of credit quality for banks are non-performing loans (NPL) or the NPL ratio. But there are many other indicators of credit...
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