Global Banks ā Cost Purge
We must expect the previously good delta in credit costs to wane or to reverse altogether alongside renewed lockdowns. To preserve profit, banks...
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US Banks ā Loan Loss Reserve Increase Slowing
When we are considering how banks are likely to see a strong credit cost delta in the current quarter, we can first look to monthly data to...
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Global Equity Positioning:Ā Macro Overview.Ā Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following:Ā Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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US Banks ā New Data Supportive
New data in US shows a continued improvement in the economy and new data from the CDC should be well received by law-makers, consumers and the...
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US Banks ā Credit Costs
The figures may seem high for US bankās credit costs during 1Q20. They are not. Figures are still lower than GFC and early 1990s, at least for...
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