US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
Now USD17.9tr in deposits, up from our recent note. (This is latest HFD data for all US banks). This is relevant to market concerns with possibly...
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Bank OZK - Most CRE Loans/Total Loans of Any US Bank & Dramatically Worsening Credit Metrics
Commercial real estate (CRE) loans are risky in the US normally and especially now. Bank OZK is most exposed, with dramatic worsening of credit...
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US Banks - HFD Shows Sharply Expanding Loans, with Newly Negative Growth in Jumbo Time Deposits
US large banks show loans accelerating (but not riskier CRE loans) and with higher cost Jumbo time deposit growth now turning negative in new...
222 Views
HSBC - Results on Thursday, Risk of BoCom Mark Down, Heavy UK, US Corporate Lending Not Positive
Bank of Nova Scotia's further and sizeable goodwill impairment on its China bank holding during its 4Q ending October 2024, suggests that HSBC may...
686 Views
Chailease - A Window on China Lending, +62% Impairment Costs, Decelerating Loan Growth in China
Chailease offers an alternative view on China lending, where its loan growth is slowing sharply, where credit costs to loans are rising...
247 Views