Societe General ā Business Is Back?!
It should be clear by now that even the Fed is surprised at the pace of recovery, noting specifically the job gains during May. This does not mean...
405 Views
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...
394 Views
Smartkarma Originals
Bank Contingent Capital & Coronavirus Contagion
When you purchase bank contingent capital, you may marry it for the foreseeable future. Coronavirus contagion is challenging this contractual...
845 Views
Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
581 Views
Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed intāl markets: Technology and Industrials continue to be two of the...
508 Views