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INSIGHT PROVIDER
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Daniel Tabbush
Research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
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Recent
bullish
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Thematic (Sector/Industry)
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14 Jul 2025 14:47
US Banks - New Loans Up USD119bn in past 3 Weeks. There Is No Recent Comparative This High.
Weekly B/S data for US banks shows far higher loan growth in the week, much is driven by core C&I loans. LLR balances are lower, growth rate moved...
Daniel Tabbush
105 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2025 15:37
US Banks - Weekly Balance Sheets Post 13 June Are Out, Strong C&I, Low LLR, LDR Up, CP Growth High
US bank balances sheets weekly data is just out and this is first H8 data since 13 June events. C&I is strong, LLR is low, LDR rising, and CP...
Daniel Tabbush
391 Views
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bullish
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Thematic (Sector/Industry)
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27 Jun 2025 11:00
US Banks - Granular Data on Probability of Default (PD) Points to Strong Consumer Credit Metrics
Granular data on probability of default for US banks in their mortgage lending and credit card lending, is highly positive, suggesting good credit...
Daniel Tabbush
488 Views
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bullish
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Thematic (Sector/Industry)
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26 Jun 2025 11:54
US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.
HFD shows deposits at US banks of USD18.2trillion as at 11June. This is even higher than in the preceding several weeks and one of the highest...
Daniel Tabbush
1k Views
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bullish
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Thematic (Sector/Industry)
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09 Jun 2025 13:45
US Banks - Loan Loss Reserves Stagnating On Weekly Basis, Indicator of Benign Credit Metrics
Weekly data from Fed shows bank's loan loss reserves continue their stagnation, suggesting limited incremental credit costs, suggesting benign...
Daniel Tabbush
258 Views
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