Deutsche Bank - Failed CCAR
* Deutsche Bank USA Fails CCAR and Capital Infusion Likely Necessary;* Several Other Banks Passed Conditionally; and * Deutsche’s CDS spreads are...
177 Views
U.S. Equity Strategy: Financials Struggling, Tech and Energy Leading
Financials, especially the large-cap brokers have suffered severe pullbacks recently. If these stocks cannot sustain a reversal in the next few...
109 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
1.6k Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
206 Views