Canada Banks - Weakening Indicators Suggest Downturn in Credit Metrics
There are plenty of concerns with the outlook for lenders in Canada. Real GDP is weakening for the past few quarters, and where domestic credit...
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HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Toyota - The Most Disliked Stock...In The World
This report was written using data from the May edition of the Global Funds Asset Allocation Report. The holdings of 152 global equity funds are...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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