LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
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Texas Banks – Oversized Loan Growth
We must expect some degree of higher NPL formation at banks in Texas due to lower oil prices. But in the current environment that will be...
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