Japan's Nasty Margin Trend
It was bad enough before, but negative rates will only exacerbate the worsening margins of Japan’s banks. These banks are highly liquid, so that...
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Bank Regulatory Changes to Credit Risk
BIS will no longer allow internal modeling for banks to arrive at risk weights In all likelihood, there will be a rise in credit risk assets,...
225 Views
Global Macro Take: WK 12. Dollar Melt-Down = EM EQ + EM FX + CMD Melt-Up
Barring some kind of shock-event, US dollar liquidation will drive markets for the near-term, possibly even a few weeks. Already elevated EM...
207 Views
ISA - Could Be a Pivotal Turning Point for Korea's Brokerage Sector
ISA (individual savings account) could be a pivotal turning point for Korea's brokerage sector and Korean stock market, similar to how the...
197 Views
Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
210 Views