Banks – Collapsing Credit Costs
After JP Morgan and Citigroup have confirmed our hypothesis of lower credit costs driving positive results at banks, expect this trend to continue...
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US Banks – Loan Modifications
There is granular data for US banks on loan modifications due to the economic shutdown as well as Payment Protection Program (PPP) loans. One may...
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Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US) is at 51% YoY. Bank Of...
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U.S. Equity Strategy Weekly: Actionable Banks & Asset Managers
The technical narrative of the U.S. equity market remains bullish, and it’s not the S&P 500 and Russell 2000’s new highs that are talking the...
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'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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