The Banking and Strategy Initiative

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Category Archives: Bailout Nation

It’s Monday Again! : How we were just saved from another Russian crisis, some residual Buffetology and Pfizer

The flight to safety has brought US 10 y bond yields to a low 2.58% with Mortgages on the 30 Y ear end probably dipping below 4% before the yield … Continue reading

May 5, 2014

It’s Monday Again! You know it is still Deal time, Comcast finally about to close out?

The various Comcast deals seem to be coming to a close with $20 Bln just to swipe out a 3 mln odd subscribers to Charter Communications that are tipping the … Continue reading

April 28, 2014

US Mid Week Trading Report: Amazon posts close to $20 Bln in Topline, Apple lets iPad slide, Pharma gets big deal traction in earnings season US:SBUX, US:AMZN, US:AAPL, US:NFLX, US:CAT, US:AZN, US:NVS

More brew from the Seahawk line Seattle’s Best (as an Adjective clause, not just the coffee ) may well be Starbucks yet as it scored another 6% in comparable sales … Continue reading

April 25, 2014

It’s Monday Again: Easter Monday Holiday in Europe, April still in a dead heat

Mortgage rates continue falling, with the 30 yr rate under 4.3%, hoping for better first mortgage custom from retail borrowers as US yields return to ultra low and highly unsafe … Continue reading

April 21, 2014

Bank Earnings Season 1Q 2014: Citi follows on to 2013 with a $1.23 earnings

Many were slow to comprehend the notch in Fee income and Retail Banking Income balance at JP Morgan, though analysts had updated their recommendation to a $1.25 EPS for the … Continue reading

April 14, 2014

Preview : Bank Results Season First Quarter 2014 : JPM and GS scrape by in the IPO rush

Courtesy: markets.ft.com Most banks fail to get advisory income into the house       JPM and GS scrape by in the IPO rush   The M&A pie is still … Continue reading

April 4, 2014

It’s Monday Again! Crimea referendum over, Janet Yellen looks to continue the taper? (US Economy & Markets : The Week Ahead March 17 – March 21, 2014) US:AMZN, US:SBUX, US:GS, US:GMCR, US:TWX

What just happened! A fresh run to safety after a brief respite in late February saw Friday trading in 10 year US treasuries to 2.6% afresh even as Gold also … Continue reading

March 17, 2014

It’s Monday Again!: A great recovery in February as stores sales improve with the grain US:GS, US:SBUX, US:TSLA, US:JPM, US:WFC, US:DIS, EEM, US:KSS, US:GPS, US:M, US:PNC, US:KBW (US Economy & Markets : The Week Ahead March 10 – March 14, 2014)

A flurry of retailers results announcements all of the last week of February more or less covered for the restated US GDP to 2.4% in Q4 and Auto sales were … Continue reading

March 10, 2014

It’s Monday Again! : 9 inches of Snow in Times Square, the Fed continues worrying about a Fat Balance sheet (The week ahead January 06 – 10, 2014, US Economy & Markets)

First things first, as expected the 9ers brushed aside Aaron Rodgers, Jim Harbaugh is still happy and the promised snow( we had it on the headlines last week) came and … Continue reading

January 6, 2014

The Mid-week Trading update: No #JobsFriday, No #TwitterIPO, You and I might know the Euro is not the next Reserve currency for anyone..(US:TWTR, $TWTR, US:GS, US:JPM, $XRH)

But then, remember it is a slow week and Twitter filing public IPO documents also means less for them as the shutdown continues, but then back on the topic we … Continue reading

October 4, 2013

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