U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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US Speciality Lenders – Worse Credit Metrics, Especially Personal Loans
We look at credit metrics of three specialty lenders in the US, for newly announced results. Discover Financial Services (DFS US) mostly provides...
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US Banks - Declining Profit
Nearly half of all reporting US banks and specialty lenders, reported a decline in profit from 3Q18 to 4Q18. Of the 68 companies with populated...
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Synchrony Financial – Surge in Late Loans a Harbinger for Banks?
Often, mainstream banks are the last to show a bad loan cycle. It is usually fringe financial companies that are first to show these stresses. This...
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US Banks - Deteriorating Consumer Credit Metrics May Point To Recession
The headline numbers at US banks are wholly misleading if the conclusion is a robust US economy, a robust US consumer and that interest rates will...
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