Primer: Hilltop Holdings (HTH US) - Mar 2026
Hilltop Holdings operates a diversified financial model with three core segments: banking (PlainsCapital Bank), mortgage origination...
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Treasury Yields Reversing Higher; U.S. Dollar and High Yield Spreads to Follow?
We continue to expect 4165-4200 to cap upside on the S&P 500, but a trip to 4300-4325 is possible. We continue to preach caution. Treasury yields...
505 Views
Texas Banks – Oversized Loan Growth
We must expect some degree of higher NPL formation at banks in Texas due to lower oil prices. But in the current environment that will be...
485 Views
U.S. Equity Strategy:Â Technical Indications Mixed; Outlook Remains Cautious
Key support levels we have been monitoring (the 200-day MAs on the S&P 500 and equal-weighted S&P 500) have failed to hold, something we...
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