Eurozone: Seasonally Adjusted Unemployment Rate Continues to Trend Downwards
The Seasonally adjusted unemployment rate in the Eurozone continued its downward trend, coming in at 10.2% in March 2016 compared to 10.4% in...
3k Views
2022 High Conviction Ideas in FinTech & Financials
Our 2022 high conviction ideas include buys on Sberbank, Banco do Brasil and HDFC Bank, as well as BBVA, Banco BPM, B3, SGX, Mastercard and...
714 Views
XP (XP US) Follow-On Issue Highlights Over-Hang, Potential for More Share Sales Post Itaú Spin-Off
Post XP's follow-on, we see the spin-off, lack of lock-up for spun-off shares and Itausa’s non-strategic view of its XP shares adding to risk of...
588 Views
European Banks: Dividends in a Time of Crisis
The ECB is holding talks with Eurozone lenders with regards to dividends, according to Bloomberg, in order to attempt to preserve capital during...
570 Views
Italian Banks: Target2 Balances, NPL Trends in the Spotlight
The lock-down in northern Italy announced at the weekend implies a large economic cost Portfolio outflows from Italian securities are set to...
449 Views