Biden's Huge Stimulus Is Obliging the Fed to Edge Away from Unlimited QE
The 14% of GDP stimulus will oblige the Fed to tighten policy by mid-year, strengthening the US$.S&P500 dividend yield (1.5%) has been lower only...
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US Financials:Â Back in Vogue
After a heavy sell of during the first few months of COVID-19, US Financials exposure bottomed out in August 2020 and turned sharply to the...
327 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
402 Views
US Banks – Crumbling Credit Costs
It should be no surprise that credit costs are in reversal for some. What may surprise though is that despite this, credit costs for FY20 remain...
454 Views
Banks - A Turning Point
The theme for global banks is one of lowered credit costs, improved loan demand and better fee income. The comparative to last year should be...
927 Views