Europe, Japan, $ACWI Testing Critical Supports; Rising DXY, Global Sovereign Yields a Major Headwind
Europe $STOXX 50, Japan $TOPIX $Nikkei 225, $ACWI Testing Critical Supports; Rising $DXY, Global Sovereign Yields Remain Major Headwinds for global...
LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
Brazil Digital Banking: Client Behaviour Changes Driving Growth, with Regulatory Catalysts
The Covid-19 pandemic is driving customer to change behaviour, and is accelerating and deepening the shift to digital banking and financial...
Brazil Digital Banking – A Highly Competitive Market, but One with Opportunities
We believe Banco Inter’s recent share price correction reflects the increasing competition in Brazil digital banking The big major challenger is...
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