Global Macro Take: WK 11 - ECB Digestion, Fed Wednesday & Potentially Risk-On Reversal
Fed Wednesday, where market will be surprised by a more hawkish than expected statement. Risk is to the upside for greater US dollar strength Euro...
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Bankers Should Be Grateful to Basel
The past six months has been a challenging period for global bank shareholders. Global banks have declined by 20% since August, well below the 5%...
324 Views
Crowdfunding as an Investment Theme
Banking profits are under attack from FinTechOver the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their...
473 Views
Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures and potential losses, and see both good news and bad news for investors.First, the good...
281 Views
S&P Cap, DXY in Line, WTI and Copper
Our S&P buy limit at 1,875 was spot on per our dip/rally call, and we are seeing gains back to the touted 1,910-20 area where we are exiting...
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