Bank Credit Weekly: US Capital Buffer Risk & Q1 Earnings Reports- JPMorgan Looks Slightly Overbought
We are not convinced that U.S. bank holding company capital ratios are as resilient as many would like to believe. Distributions well in excess of...
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Bank Credit Weekly: Basel Advises to Look the Other Way Plus AT1 Spread Assessments
The Basel Committee on Banking Supervision has gutted bank disclosure standards as part of the solution. Hot on the heels of delaying Basel IV...
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Asian Bank Relative Value - Notes from Last Weeks' Global Bank Debt Issuance
Despite distress in the global financial markets, there is still money being put to work by asset managers. New issue credit spreads are alluring...
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Bank Credit Weekly: Global Financial Markets Stabilized, but Still in ICU
The global financial markets remain in the intensive care unit (ICU) despite stabilizing over the last week. Investors may be tempted to step-in...
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Bank Credit Strategy: Asia HY – Buy Low Duration
Duration may become the next deadly element for bond investors to consider, once the credit spread carnage subsides. Get the credit portfolio...
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