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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Providing Crack To An Addict Is Not A Sustainable Global Strategy
*Staring Into The Abyss: Although the market has rebounded since March, we were very close to looking into the abyss with the S&P 500 closing...
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Japan Mega-Banks – Fukuoka Financial A Harbinger For Results Season
*Pre-Announcement Has Sector Implications: Fukuoka Financial Group (8354.JP) Â [FFG] recently announced a revision to its FY 2019 consolidated net...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
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QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
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