Deutsche Bank - Still A Dumpster Fire
* Deutsche Bank (DBK.GY/DB.US) [Deutsche] provided a preliminary update with improved capital metrics versus expectations; * Deutsche still...
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HSBC - Yet a New Strategy?
HSBC Holdings Plc (5 HK) announced on 11 June a new strategy update, which includes US$15-17 billion in spending until 2020. The bank wants to...
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Italian Election Likely to Severely Impact Financial Sector
* A Coalition Win Creates Numerous Problems: The German government likely will drag out the timeline for new Italian elections in order to guide...
101 Views
Turkey Shoot
* Stronger USD on the back of higher interest rates, and higher USD-denominated oil prices are the perfect storm for the Turkish economy and...
60 Views
MBank: Any Takers for the CHF Portfolio?
We believe that well-capitalised, liquid, mBank SA (MBK PW) is in a sweet spot of higher margin revenue growth and gradual cost efficiencies within...
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