US Banks - NYCB Credit Costs Are Much Higher than in the Early 1990s
US CRE loan risk is clearest now with the NYCB charge taken in 4Q23, putting its credit costs now well higher than the recessionary period in...
US Equity Strategy: Mid-Caps Breaking Out, Are Small-Caps Next? Buying Energy, Financials, Materials
Risk-on signals remain the dominant theme. One of those risk-on signals is that the S&P 400 Mid-Caps (IJH) are breaking out to new highs, and we...
U.S. Equity Strategy: Testing Key Resistance; Downgrading Health Care
The S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM) have all rallied to logical resistance; a break above their respective resistance levels...
No more insights