Global Stall Speed Growth Confirmed
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
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Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
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Blue Bird (BIRD): Short Term Dislocation
Bluebird share price has gone up 30% in the past week before the announcements that Gojek plans to invest up to 5% of the company's companies...
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Italian Banks - Its Not Prince Spaghetti Day
Capital forbearance, share buybacks, and M&A activity while fun to talk about are not realistic scenarios for the Italian banks. Â Deutsche and...
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Japanese Banks – The SoftBank Credit Market Death Star
* SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease obligations. *...
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