Weekly Wrap Jul 31: Banks are back
July 31, 2017
Now that the banks are fit for purpose once more, regulators are relaxing regulation, basically preparing them for resumption of normal service.
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Now that the banks are fit for purpose once more, regulators are relaxing regulation, basically preparing them for resumption of normal service.
Continue readingBryan Goh of Bordier & Cie says he favors banks in developed markets because of improvements in loan growth and margin
Continue readingGoods price inflation is particularly weak, in deflationary territory in fact, with headline indices being saved only by services inflation.
Continue readingThe failure of wages to rise with employment and the persistent lack of inflation is a mystery for everyone including the Fed.
Continue readingCoupled with the strength of the EUR, a moderation or a pullback of QE would be significant headwinds for both the economy and the financial markets. The sector best able to navigate this environment will be the banks.
Continue readingAt the half year mark we have buoyant equity markets, tight credit markets and even more effervescent valuations.
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