U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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US Speciality Lenders – Worse Credit Metrics, Especially Personal Loans
We look at credit metrics of three specialty lenders in the US, for newly announced results. Discover Financial Services (DFS US) mostly provides...
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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...
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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...
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US Banks – Less Strong Demand in Key Credit Segments
While the Fed raises rates, there is little in US bank data that suggests credit demand is improving. Typically interest rates are considered to be...
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