Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses
Unrealized HTM losses continue to balloon. What has caused SVB's demise seems to have now been forgotten. We took a deep dive into 3 U.S. banks to...
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Primer: Wells Fargo & Co (WFC US) - May 2026
Turnaround Story with Regulatory Overhang Lifting: Wells Fargo is in a pivotal phase, transitioning from a defensive, remediation-focused...
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Bears Scramble: Brazil Names and ETFs Dominate This Week's Short Moves
Short interest shifted sharply this week across Brazilian financials, energy ETFs, and a clutch of mid-cap US names. The biggest stories were a...
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US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
Total deposits now USD18.5 trillion at 26 November. This is up ~USD663 billion during this year alone. There remains plenty of liquidity in low...
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US Banks - Further Accelerating Loans 5.4% YoY, Benign 0.56% LLR YoY, Credit Conditions Very Good
US banks show continued strength in weekly balance sheets, accelerating loan growth at 5.43% YoY with only 0.56% YoY growth in loan loss reserves....
367 Views