US Banks – Provisions To Halve?
There are vast differences in provisioning done for US banks during 1Q20. There are some banks that indicate a similar high level of provisions...
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Providing Crack To An Addict Is Not A Sustainable Global Strategy
*Staring Into The Abyss: Although the market has rebounded since March, we were very close to looking into the abyss with the S&P 500 closing...
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US Financials: Banks Overhang, Capital Markets Gain.
US Financials allocations continue to drift lower, however they remain widely held among active managers. Banks are the key driver behind the move,...
538 Views
US Banks – Credit Costs
The figures may seem high for US bank’s credit costs during 1Q20. They are not. Figures are still lower than GFC and early 1990s, at least for...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
615 Views