US Banks - Buy Now, Default Later?
Credit card defaults can be major risk for US card companies and banks. Credit cards and net charge-offs are surging. Macro data on credit card...
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US Bank HFD - CRE Loans Down A Lot, CRE Loan Growth Can Worsen Much More, Smaller Banks Exposed
US banks are seeing weekly CRE loan growth at the sharpest weekly decline all year in the most recent data. Smaller banks are more exposed to...
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Texas Banks – Oversized Loan Growth
We must expect some degree of higher NPL formation at banks in Texas due to lower oil prices. But in the current environment that will be...
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U. S. Banks Are Breaking Out -- Buy
Bank stocks are breaking out this week from base patterns, and are among one of the timeliest Groups in which to add exposure. The size of these...
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A strong case for Earnings
The Federal Reserve collects & publishes enterprise-level data for 800+ US banks, every quarter. It has done so for over 30 years. This...
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