HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
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Frailty in UK, US Consumer to Drag Down HSBC Profit
Weakness in UK property, US consumer finance and historically low impairment costs, point to weaker earnings for HSBC Holdings Plc (HSBA LN) when...
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US Credit Card Lender Reveals Worsening Stress
While many US banks have not reported rising NPLs or impairment costs, we are not convinced that the environment is particularly strong. There are...
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US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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