BoE: Transmitting Periodic Hawkish Surprises
The BoE has delivered its first rate hike in a decade. Future moves will respond to its trade-off, with slack and inflation determining timing. I...
107 Views
5 HK - HSBC Target 88
WEEKLY KEY ELEMENTSStill within a bullish trend above 71.00 (range pullback, channel support and 34 week MA). In the shorter term, the risk of an...
130 Views
Group Lease - Lessons from Icharus
* Problems at Group Lease (GL.TB) became more apparent with Ernst & Young’s scathing 2016 audit report which questioned the integrity of...
298 Views
Bank of England Warns on UK Consumer Loans
The Bank of England (BOE) is concerned about UK consumer loans. More succinctly, it is worried about limited provisions taken by UK banks for...
165 Views
Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
271 Views