U.S. Equity Strategy:Â Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
717 Views
US Banks -Â Declining Profit
Nearly half of all reporting US banks and specialty lenders, reported a decline in profit from 3Q18 to 4Q18. Of the 68 companies with populated...
530 Views
US Banks - Deteriorating Consumer Credit Metrics May Point To Recession
The headline numbers at US banks are wholly misleading if the conclusion is a robust US economy, a robust US consumer and that interest rates will...
804 Views
US Banks – Less Strong Demand in Key Credit Segments
While the Fed raises rates, there is little in US bank data that suggests credit demand is improving. Typically interest rates are considered to be...
306 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
716 Views