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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HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
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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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EM Continues to Escort Int'l Markets Higher
In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...
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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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