US - Fed Liquidity Moves USD147bn Lower In Past 3 Weeks, Pace Is Accelerating
Fed data shows USD147bn lower liquidity in just the past 3 weeks, and the pace is accelerating. There are negative implications for bank loan...
563 Views
US Banks - Cash +USD90bn in Week, CREÂ -0.55% YoY, C&I +0.36% YoY, Book Value Growth Dwindles 3 Wks
New weekly balance sheet data shows USD90bn surge in cash assets in the most recent week. Growth YoY has never been higher this year. There are...
531 Views
US Banks – SLM and Student Loans
We must expect weakening net interest income when US bank results are out next week. But to us, what will be more interesting will be how credit...
512 Views
US Banks – Brace, Brace
It is becoming clearer now that the idea of rising rates being driven by healthy sustained economic growth is false. The esteemed UCLA Anderson...
574 Views
SLM – Stop Sending Assignments, We’re Living in a Crisis
It would be hard to presume anything at all is wrong with credit metrics, or the environment, when looking at headline SLM Corp (SLM US) numbers....
391 Views