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Ally Financial (ALLY US)
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113
Analysis
Financials
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United States
Ally Financial Inc. is a automotive financial services company powered by a direct banking franchise. The Company operates as a financial holding company.
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bearish
•
Thematic (Sector/Industry)
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02 Nov 2023 15:45
US Banks - New Weekly Balance Sheets: C&I Loan Growth Turns Negative | Cash +15% | All Loans +1%
New weekly balance sheet data gives near real-time view. C&I loans just turned negative. Cash is growing fast, total loans nearly negative. Large...
Daniel Tabbush
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336 Views
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bearish
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Thematic (Sector/Industry)
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24 Oct 2023 23:25
US Banks - Mtg Loan Applications Index -15% from July | Mtg Loans 23% of Total | Growth Can Turn -Ve
HFD in the US shows worsening weekly data for mortgage loan applications and for mortgage loan volume. Growth is decelerating fast and it can turn...
Daniel Tabbush
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468 Views
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bearish
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Wells Fargo & Co
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15 Oct 2023 23:01
WFC - Net Interest Income +8% YoY Vs +29% | CRE Non-Accruals +54% QoQ, +4.5x YoY | NIM -17bps in 6M
Net interest income is slowing dramatically and could turn negative in 4Q23. NIM pressure is worsening and CRE nonaccrual loans are soaring. Most...
Daniel Tabbush
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447 Views
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bearish
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Thematic (Sector/Industry)
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09 Oct 2023 12:26
US - Fed Liquidity Moves USD147bn Lower In Past 3 Weeks, Pace Is Accelerating
Fed data shows USD147bn lower liquidity in just the past 3 weeks, and the pace is accelerating. There are negative implications for bank loan...
Daniel Tabbush
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347 Views
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bearish
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Thematic (Sector/Industry)
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08 Oct 2023 17:17
US Banks - Cash +USD90bn in Week, CRE -0.55% YoY, C&I +0.36% YoY, Book Value Growth Dwindles 3 Wks
New weekly balance sheet data shows USD90bn surge in cash assets in the most recent week. Growth YoY has never been higher this year. There are...
Daniel Tabbush
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367 Views
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