US Banks – Less Strong Demand in Key Credit Segments
While the Fed raises rates, there is little in US bank data that suggests credit demand is improving. Typically interest rates are considered to be...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
AMEX – Soaring Net Write Offs in US
American Express Co (AXP US; "AMEX") reports a far higher net write-off rate for its US Consumer Services member loans. The rate rose to 2.4% in...
436 Views
US Credit Cycle – Revealing Frailties
Visible signs are increasing of risks in the US credit market, and especially in the consumer segment. The latest data points are from Santander...
196 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
683 Views