Global Equity Strategy: Buy Energy & Financials; EM Improving
We are seeing rotations back into risk-on areas of the market (Energy & Financials), a bullish sign for global equities. We are bullish and we...
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France Banks – Reboot Package
There is another EUR100bn package announced in France. This is the same pattern we are seeing in most places, with governments and central banks...
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EU Banks – Leveraged To Sharp Recovery
There are continued positive signs of recovery in Europe. It’s not just limited to the US. In all likelihood we are past the dire days of the...
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A Bridge (Way) Too Far
*Software Assets To Become Part Of CET1: The European Banking Authority (EBA) [and we are not exactly shocked that the entire banking sector is in...
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Quiddity Leaderboard ES50: US$1.2bn One-Way in Jun26; 3 ADDs and 3 DELs Likely in Sep26 with a Twist
ASML capping drives US$1.2bn of flows this Friday. For September, we see Societe Generale narrowly sneaking into the rankings to become an expected...
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