US Banks – 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 – Credit Costs
The figures may seem high for US bank’s credit costs during 1Q20. They are not. Figures are still lower than GFC and early 1990s, at least for...
516 Views
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...
615 Views
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...
527 Views
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...
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