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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Deja Wu – Corona Virus Now Infects Global Financials
 Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
568 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...
629 Views
Italian Banks - Its Not Prince Spaghetti Day
Capital forbearance, share buybacks, and M&A activity while fun to talk about are not realistic scenarios for the Italian banks. Â Deutsche and...
536 Views
Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
753 Views