Banks – Collapsing Credit Costs
After JP Morgan and Citigroup have confirmed our hypothesis of lower credit costs driving positive results at banks, expect this trend to continue...
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JP Morgan & Co. – Good Credit Omen For US and Global Banks
JPM Results, A Good Credit Omen For US and Global Banks. Reserve Reversals Likely To Be A Trend For 4Q20 Results Season -Although Issues Persist
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US Banks – Loan Loss Reserve Increase Slowing
When we are considering how banks are likely to see a strong credit cost delta in the current quarter, we can first look to monthly data to...
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US Value Vs Growth: The Goldilocks Portfolio
Performance between US Value funds andtwo groups has diverged over the last decade, with 2020 seeing an acceleration of the trend.
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Bank of East Asia: Strategic Review to Set AT1 Value; Forewarned Is Forearmed
Bank of East Asia's (BNKEA) strategic review may have an outsized valuation impact on the firms’ Additional Tier 1 (AT1) bonds given the potential...
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