Bank Credit Weekly: Jobs Report Shocker Flattens Curves
Job data raises uncertainty as the Fed continues to act as bartender. Financial stability risks appear binary while rates push credit spreads. Can...
222 Views
Bank Credit Weekly: Asia Credit Outperforms Despite Treasury Tantrum
Global bank bond prices fell by less than their benchmark notes, resulting in a bout of credit outperformance. Given the rate of change, there are...
187 Views
Asian Bank HY Tier 2: Relative Value Vs Global Emerging Market Peers
High yield Tier 2 bonds of Asia-headquartered banks trade at an attractive valuation relative to Tier 2 bonds of other Emerging Market banks. The...
364 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views
Banco De Bogota: Value Colombia. Buy on the Negative Noise.
Fundamental trends at Banco de Bogota SA (BOGOTA CB) are benign and stand out within LATAM’s banking universe. Key metrics/signals at 9M18...
473 Views
No more insights