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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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bearish
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Thematic (Sector/Industry)
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23 Apr 2025 12:46
Singapore Banks - Charge off Rates on Cards Are Rising Substantially Through 4Q24
MAS data shows consistently rising charge-offs and charge-off rates for credit cards in Singapore. Some may be normalization, but not likely all of...
Daniel Tabbush
29 Views
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bearish
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Thematic (Sector/Industry)
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21 Apr 2025 10:53
US Banks - Loans to Other FI's and Cash, Are Driving Most All Growth, Neither Is Positive
US banks are seeing most of their loan growth to FI's rather than to the core economy which is not positive. Bank earnings can still be good, but...
Daniel Tabbush
281 Views
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bullish
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Thematic (Sector/Industry)
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15 Apr 2025 06:41
US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.
Latest Fed data puts total deposits at USD18,272bn at 2 April week's data. This is nearly USD200bn higher in four weeks. All of the growth is in...
Daniel Tabbush
753 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2025 10:40
US Banks - Average YoY Loan Growth During 1Q25 Weeks Is 33% Higher than During Weeks in 1Q24
US banks are seeing stronger loan growth in new weekly data, and growth rate now is far higher than what they saw during 1Q24 weeks. Lowering cash,...
Daniel Tabbush
208 Views
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bearish
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Thematic (Sector/Industry)
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31 Mar 2025 12:12
Singapore Banks - Credit Growth Overshadowed by Deposit Growth, New Monthly HFD
Singapore's banks new monthly data shows worsening LDR as deposit growth continues to outpace loan growth. There is risk to net interest income...
Daniel Tabbush
233 Views
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