Mexican Banks: Cost of Risk Trends in Focus
The Mexican economic outlook is challenged by the Coronavirus, and with it the weaker oil price and the hit to the domestic tourism...
331 Views
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...
332 Views
Choke Hold On American SMEs and Ongoing Liquidity Crisis
* Pandemic Stay At Home Orders To Be Extended: Excluding the Northeast Corridor and West Coast, major American cities would appear to be at the...
266 Views
China A-Share Strategy: More Foreign Players in A-Shares and How Investment Styles Will Impact Them
China’s ownership cap for foreign shareholders in securities and fund-management firms was scrapped as of April 1. This marks a significant...
252 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
350 Views