US Banks – Credit Costs
The figures may seem high for US bank’s credit costs during 1Q20. They are not. Figures are still lower than GFC and early 1990s, at least for...
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Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
370 Views
Mexican Banks: Cost of Risk Trends in Focus
The Mexican economic outlook is challenged by the Coronavirus, and with it the weaker oil price and the hit to the domestic tourism...
349 Views
QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
358 Views
Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
373 Views