Bank Credit Weekly: Insight 2020 Update on Contingent Capital – CCB (Asia) Curve Value
In preparation for Insight 2020, we change it up this week and update several charts that we will discuss during the event. Notably, we find that...
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HSBC Holdings - Fire Sale Time
*Gross Operating Revenues Do NOT Cover Recurring Costs At HSBCNA: HSBC Holdings plc (HSBC) [5.HK/HSBA.LN] is a complete and utter mess. Nowhere is...
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Smartkarma Originals
Bank Contingent Capital & Coronavirus Contagion
When you purchase bank contingent capital, you may marry it for the foreseeable future. Coronavirus contagion is challenging this contractual...
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US Banks – The Purge
We have seen periods of high bad loans in the US, sometimes for consumer loans, other times for corporate loans. This time, it can be both at the...
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QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
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