U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
375 Views
U.S. Equity Strategy Weekly: Actionable Banks & Asset Managers
The technical narrative of the U.S. equity market remains bullish, and it’s not the S&P 500 and Russell 2000’s new highs that are talking the...
246 Views
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...
283 Views
HSBC North America - Such a Drag
As other names in our large-cap United States (U.S.) bank universe are publicly listed, they typically come under greater scrutiny than a privately...
287 Views
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...
822 Views