US Credit Cycle – Revealing Frailties
Visible signs are increasing of risks in the US credit market, and especially in the consumer segment. The latest data points are from Santander...
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Discover Financial Services - Even Higher Charge Offs
US credit card and personal lender, Discover Financial Services (DFS US)Â is seeing a surge in net-charge offs (NCOs) within its personal lending...
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US Banks – What to Look for in 4Q17 Results
The key for US banks in upcoming results will be the effect of lower corporate taxes on the carrying value of deferred tax assets (DTA). While not...
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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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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...
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