US Financials: Energy Exposures Mean Boil, Boil, Toil and Trouble
After yesterday's halted trading, US banks could be due a nice bounce today as a risk-on bounce takes shape -if it does at all, or fades.US bank...
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Risks In Leveraged Lending Have Skyrocketed - Watch For The Massive Offload
Oil Weakness To Spur Increased Risk to Leveraged Loan Markets:In light of oil prices declining 21% over the day as a result of the strained...
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They're Here: ESG Short Sellers
ESG short selling – i.e., shorting based on ESG metrics and catalysts – isn't new, but is undergoing a radical evolution. Short-term ESG trading...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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