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...
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Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures and potential losses, and see both good news and bad news for investors.First, the good...
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Breaking the Bank
Balance sheet strength, management acuity, and regulatory systems matter more for financial services firms than other stock sectors. Financial...
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Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
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China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
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