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INSIGHT PROVIDER
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Daniel Tabbush
Research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
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Equity Bottom-Up
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bearish
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Thematic (Sector/Industry)
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11 Dec 2025 09:54
HSBC - Loss Loans up 7.5x from FY19 to 2Q25 in HKMA Industry Data. Hang Seng Bank Buyout, Now?
HSBC interview with Bloomberg shows another set of cost-cutting efforts. For anybody following this bank for ~20 years, a pattern is clear. It's...
Daniel Tabbush
601 Views
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bullish
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Thematic (Sector/Industry)
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09 Dec 2025 14:22
US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
Total deposits now USD18.5 trillion at 26 November. This is up ~USD663 billion during this year alone. There remains plenty of liquidity in low...
Daniel Tabbush
2.3k Views
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bullish
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Thematic (Sector/Industry)
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08 Dec 2025 13:07
US Banks - Further Accelerating Loans 5.4% YoY, Benign 0.56% LLR YoY, Credit Conditions Very Good
US banks show continued strength in weekly balance sheets, accelerating loan growth at 5.43% YoY with only 0.56% YoY growth in loan loss reserves....
Daniel Tabbush
213 Views
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bullish
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Thematic (Sector/Industry)
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24 Nov 2025 11:11
US Banks - New HFD Shows Loans Accelerating Further at 5.22% YoY, Highest Pace in 2 Years
New weekly data from the Fed shows loans accelerating for US banks and with loan loss reserves still stable, suggesting strong credit market, overall.
Daniel Tabbush
247 Views
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bullish
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Thematic (Sector/Industry)
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18 Nov 2025 09:32
US Banks - CP at +19% YoY, LDR Expansion Accelerates, Weekly Loans +5% YoY
High frequency data from Fed on commercial paper and balance sheets is positive. Loans are accelerating to 5% YoY and CP is at 19% YoY, with LDR...
Daniel Tabbush
284 Views
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