US - Fed Liquidity Moves USD147bn Lower In Past 3 Weeks, Pace Is Accelerating
Fed data shows USD147bn lower liquidity in just the past 3 weeks, and the pace is accelerating. There are negative implications for bank loan...
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US Large Banks - New B/S Data: CRE Craters, MBS Sharp Decline, LLR & Big Fixed Deposits Up+, SE Flat
HFD shows risk aversion increasing at large US banks. LLR rising a lot and big fixed time deposits, can mean worsening net profit delta. With less...
434 Views
US Banks - Weekly Data: Mortgage Loan Rates A New High, Loan Volume Index Approaches 1990 Further
New weekly data for US mortgage loan applications and mortgage loan rates, suggest major deterioration in home lending for US banks during 3Q23....
318 Views
Cyclical Value Areas Improving -- Add Exposure To Financials, Materials
Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...
199 Views
SBI Cards and Payment IPO: Trading Debut In Unprecedented Times
SBI Cards (SBICARDS IN) is the second-largest credit card issuer in India, with an 18.0% market share of the Indian credit card market as measured...
341 Views