Wells Fargo – The Great Provision Delta
Long-term perspective shows that Wells Fargo may be in for a period of incredibly low provisions, which should be beneficial to results going forward.
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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...
287 Views
CBA - Deferred Loans Collapsing
The Commonwealth Bank of Australia's most recent update shows another way the recovery is playing out - via lower deferrals.
244 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
320 Views
Macquarie Group – Big Mac Becoming A Junior Whopper
* Poor Result:Macquarie Group (MQG.AU)[Macquarie] reported FY 2H20 results of AUD 1,274 mn, declining AUD 183 mn (12.6%) linked period. The results...
271 Views