HSBC Holdings Plc –American Result Intimates Group Miss
HSBC HOLDINGS PLC: HSBCNA reported troubling results in 4Q20 - declining 195% linked quarter, as operating costs exceed recurring revenues. This...
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Bank Credit Strategy: Melt-Up Before Meltdown, Where to Position
We could see a melt-up in asset prices from short-term interest rate pressures before the eventual meltdown. We explain the melt-up potential and...
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Bank Credit Compass: Credit Tourist May Vacate if Real Fundamentals Do Not Catch-Up
Credit tourists may vacate if economic growth and real credit fundaments are not delivered. The gap between credit spreads and fundamentals is...
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Bank Credit Weekly: Distractions May Drive Markets Near Term
Distractions could disturb fixed income markets over the next few weeks if misinterpreted or allowed to interrupt policy making. This could add a...
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Bank Credit Weekly: Fed Spikes While the ECB Sweetens the Punch Bowl
The Fed spikes while the ECB sweetens the seasonal punch bowl. US stimulus may add the moonshine. This could be a festive week for bank securities....
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