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Tabbush Report
Asian bank research, without the noise.
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bullish
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Thematic (Sector/Industry)
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15 Apr 2025 06:41
US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.
Latest Fed data puts total deposits at USD18,272bn at 2 April week's data. This is nearly USD200bn higher in four weeks. All of the growth is in...
Daniel Tabbush
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753 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2025 10:40
US Banks - Average YoY Loan Growth During 1Q25 Weeks Is 33% Higher than During Weeks in 1Q24
US banks are seeing stronger loan growth in new weekly data, and growth rate now is far higher than what they saw during 1Q24 weeks. Lowering cash,...
Daniel Tabbush
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203 Views
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bearish
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Thematic (Sector/Industry)
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31 Mar 2025 12:12
Singapore Banks - Credit Growth Overshadowed by Deposit Growth, New Monthly HFD
Singapore's banks new monthly data shows worsening LDR as deposit growth continues to outpace loan growth. There is risk to net interest income...
Daniel Tabbush
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230 Views
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bullish
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Thematic (Sector/Industry)
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21 Mar 2025 10:33
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...
Daniel Tabbush
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320 Views
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bearish
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Thematic (Sector/Industry)
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17 Mar 2025 10:08
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...
Daniel Tabbush
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