US Banks - Declining Profit
Nearly half of all reporting US banks and specialty lenders, reported a decline in profit from 3Q18 to 4Q18. Of the 68 companies with populated...
380 Views
Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.4k Views
US Banks – Funding Cost Change Now More than Half of Interest Income Change
Many associate rising interest rates with an environment where banks make huge amounts of core income, e.g. net interest income. Where rising rates...
341 Views
Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
410 Views
US Banks - Deteriorating Consumer Credit Metrics May Point To Recession
The headline numbers at US banks are wholly misleading if the conclusion is a robust US economy, a robust US consumer and that interest rates will...
638 Views