US Banks – It's Happening
Wells Fargo & Co (WFC US) is now showing interest expense growth exceeding interest income growth. This is true on a QoQ basis in 4Q17 and on a...
126 Views
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 -...
279 Views
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...
342 Views
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