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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
836
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Thematic (Sector/Industry)
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bullish
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Thematic (Sector/Industry)
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21 Mar 2025 10:33
US Banks - Weekly YoY Loan Growth Hits 3.0% Peak Since Early 2024
US banks weekly HFD on loans is positive, with acceleration to highest rates of growth since at least early FY24. Large time deposits and loan loss...
Daniel Tabbush
303 Views
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bearish
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Thematic (Sector/Industry)
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17 Mar 2025 10:08
Australia Banks - Insolvencies Data Published 17 March Suggests Far Worse Credit Metrics
Australia's newly released insolvencies data suggest a worsening of forward credit metrics for banks. This may come as a surprise to market, where...
Daniel Tabbush
254 Views
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bullish
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Thematic (Sector/Industry)
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13 Mar 2025 15:21
US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
Total deposits in the US bank system have risen dramatically since our last note, highlighting the flow potential to the stock market. This is more...
Daniel Tabbush
1.6k Views
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bullish
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Thematic (Sector/Industry)
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12 Mar 2025 22:34
US Stock Market - Deposits of USD17,948billion Sit in US Banks. Potential Flow to Markets.
With volatility of US stock markets it is worth remembering that there are USD17,948bn of deposits at US banks in the most recent week's data. And,...
Daniel Tabbush
503 Views
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bullish
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Thematic (Sector/Industry)
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12 Mar 2025 12:29
Japan Financials - Buybacks Strongest at Japan Post Insurance, Japan Post Holdings, Yamaguchi
Japan Post Bank in spotlight now, and new data shows improving credit growth and demand, from Tankan Survey and from loan officer survey.
Daniel Tabbush
742 Views
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