Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
432 Views
Blue Bird (BIRD): Short Term Dislocation
Bluebird share price has gone up 30% in the past week before the announcements that Gojek plans to invest up to 5% of the company's companies...
711 Views
Italian Banks - Its Not Prince Spaghetti Day
Capital forbearance, share buybacks, and M&A activity while fun to talk about are not realistic scenarios for the Italian banks. Deutsche and...
398 Views
Japanese Banks – The SoftBank Credit Market Death Star
* SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease obligations. *...
393 Views
Deutsche Bank - When Will This Old Nag Be Put Down?
*Delays and inefficiency in restructuring execution.* Inability to meet strategic targets will have an adverse impact.* Continued deterioration in...
308 Views