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...
282 Views
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...
222 Views
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...
1.6k Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
941 Views