U.S. Equity Strategy: Breakout Brewing?
With major indexes climbing 7-12% in just over a week and all three testing logical resistance, we believe there is potential for some near-term...
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U.S. Equity Strategy: Markets Bouncing off Key Support
In today’s report we highlight attractive Groups and stocks within Financials: Asian Banks, Puerto Rican banks, Banks, Southwest, and Investment...
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Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
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Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
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Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
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