U.S. Equity Strategy: Cyclicals Are Leadership, Small-Caps Are Closing the Gap.
In our March Strategy we provide a top down analysis of U.S. equity market drivers, and highlight opportunities within the following Sectors:•...
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Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US) is at 51% YoY. Bank Of...
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U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
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U.S. Equity Strategy Weekly: Actionable Banks & Asset Managers
The technical narrative of the U.S. equity market remains bullish, and it’s not the S&P 500 and Russell 2000’s new highs that are talking the...
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Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
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