Banks – Credit Risk, Cratering
Data from our bank analytics vendor shows credit risk down substantially from the peak in April to the last week in June. Credit Analytics shows...
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Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
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Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
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Bank Credit Weekly: Risk-Off Then On as 1-Month HIBOR Hits 39-Month Lows
Unconventional monetary policy stimulus globally, should continue to push investors into high yield and emerging market bonds over the next few...
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Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
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