Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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HSBC's Core Income Worsens, as Provisions Turn Upward
De-risking, low interest rates and lesser loan demand is taking its toll on HSBC. It is at the core of banking: net interest income. HSBC is now...
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Will Capital Still Flow into Asian EMs?
At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...
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Blockchain & Bitcoin 101
A few weeks ago, I wrote a piece titled Blockchain in the Financial Services Industry with the aim of shedding some light on this new and upcoming...
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Macro Chart Focus: Surprises and Uncertainty Premia
There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...
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