The Banking and Strategy Initiative

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Category Archives: Banking

Its Monday Again! A new Godzilla for $90 mln and The snowplough reports for Retail sales , The Week Ahead 19th May -23rd May, 2014 (US Economy and Markets )

It was definitely Asia’s week as NaMo swept India’s General Elections Deal markets were busy trading down Astrazeneca on Monday morning even as Europe opened to another bout of misery … Continue reading

May 20, 2014

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: 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

Bank Earnings Season Q1 2014: JP Morgan off the blocks with $5.3 Bln score, ROE in double digits

The new at bats in the Bank wree off to a good start with the quarters results counting to wards teh recent upheaval at the top as Jamie Dimon continues … Continue reading

April 11, 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

Bank Results Season: Citi Doubles Profits to $13.9 Bln in 2013

From Mike Corbat’s self propelled operational restructuring of the business, Mike’s achievements include in his own words, 15% increase in Operational Income, core loans were up by 7%, $2.4 B … Continue reading

January 16, 2014

Bank Results Season: GS falls behind in relevance with $34 Bln and Profits of $ 8 Bln in 2013

Earnings have actually improved to $15.46 for the year but that means the quarterly average EPS is still under $ 4. The firm however took a 31% share of its … Continue reading

January 16, 2014

Bank Results Season: Wells Fargo trudges to a $84 Bln goalpost but with a ROTA of 1.5%

The Bank maintained its lead in Return on Assets with some deft Expense control apparently and is due to get into Executive webcasts for the Analysts in a half hour … Continue reading

January 15, 2014

Bank Results Season: Wells Fargo trudges to a $84 Bln goalpost but with a ROTA of 1.5%

The Bank maintained its lead in Return on Assets with some deft Expense control apparently and is due to get into Executive webcasts for the Analysts in a half hour … Continue reading

January 14, 2014

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