Payments Battle Goes Global, as Fintech Threat Evolves…
The Open Banking initiative in the UK, the PSD2 directive in the EU and a Japanese equivalent are forcing banks to provide third party access via...
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U.S. Equity Strategy: Financials Struggling, Tech and Energy Leading
Financials, especially the large-cap brokers have suffered severe pullbacks recently. If these stocks cannot sustain a reversal in the next few...
109 Views
Systemic Leverage Risk Has Returned In Full Force
*Out of Control Credit Risk: High yield credit risk is out of control at 5% of global GDP just as credit metrics at the top of the market are...
109 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
Sanctions and Search Warrants Matter More Than Syria…
While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putin’s oligarch ‘clan’ and...
167 Views