Bank Credit Weekly: Distractions May Drive Markets Near Term
Distractions could disturb fixed income markets over the next few weeks if misinterpreted or allowed to interrupt policy making. This could add a...
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Bank Credit Weekly: Fed Spikes While the ECB Sweetens the Punch Bowl
The Fed spikes while the ECB sweetens the seasonal punch bowl. US stimulus may add the moonshine. This could be a festive week for bank securities....
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Oversea Chinese Banking Corp. â Solid
OVERSEA CHINESE BANKING CORP.: Credit Showing Signs Of Recovery With Negative NPL Growth - Offsetting Weakness In NIMs and Insurance.
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HSBC Holdings Plc â Chronic Underperformer
HSBC HOLDINGS PLC: Artificially Lower Provisions As Credit Spikes Is Not Conservative Banking. Challenges Remain on NIMs and Costs. Start Expecting...
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Bank of East Asia â Caixa Shake-Out Very Likely
BANK OF EAST ASIA: Pro Forma CaixaBank Is Under Severe Fundamental Pressure Prior To Its Bankia Merger And In Need of Capital. BEA's Stake Likely...
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