Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
613 Views
HSBC Holdings Plc– New Strategic Plan Is Complete Nonsense
* Well Written Plan, Does Not Suggest Its Viable: Â Strategic priorities are similar to those of the previous 3 year Strategic Plan: a) continue the...
218 Views
BoE: FPC Hikes to Normal Well Ahead of MPC
All banks passed the BoE’s annual stress tests for the first time. No new capital is required, but some capital will become incorporated into...
205 Views
BoE:Â Transmitting Periodic Hawkish Surprises
The BoE has delivered its first rate hike in a decade. Future moves will respond to its trade-off, with slack and inflation determining timing. I...
250 Views
Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
705 Views