Mizuho – Recovery Earnings
Headline figures can mislead, especially where numbers are discussed in relation to the comparable quarter one year ago. That period is more or...
226 Views
Japanese Banks - Drowning in Liquidity
Spare a thought for the poor, embattled Japanese banker. In this COVID-19-altered world, his biggest problem is that he has too much money. Way,...
263 Views
Japanese Banks: Ill Winds
It’s an ill wind that blows nobody any good, as the saying goes. While Japanese industry is starting to count the economic cost of the coronavirus...
243 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
316 Views
Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
568 Views