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Tabbush Report

Tabbush Report
Asian bank research, without the noise.

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21 Mar 2025 02:33

US Banks - Weekly YoY Loan Growth Hits 3.0% Peak Since Early 2024

US banks weekly HFD on loans is positive, with acceleration to highest rates of growth since at least early FY24. Large time deposits and loan loss...

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17 Mar 2025 02:08

Australia Banks - Insolvencies Data Published 17 March Suggests Far Worse Credit Metrics

Australia's newly released insolvencies data suggest a worsening of forward credit metrics for banks. This may come as a surprise to market, where...

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13 Mar 2025 07:21

US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago

Total deposits in the US bank system have risen dramatically since our last note, highlighting the flow potential to the stock market. This is more...

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12 Mar 2025 14:34

US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.

With volatility of US stock markets it is worth remembering that there are USD17,948bn of deposits at US banks in the most recent week's data. And,...

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12 Mar 2025 04:29

Japan Financials - Buybacks Strongest at Japan Post Insurance, Japan Post Holdings, Yamaguchi

Japan Post Bank in spotlight now, and new data shows improving credit growth and demand, from Tankan Survey and from loan officer survey.

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