The Banking and Strategy Initiative

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Category Archives: Brazil

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

The Mid-Week Trading Update: Five days falling, S&P survives the 1700 mark , Banks survive Stress Tests ($GS $JPM $JCP $TWO $FNM)

Jobless claims have indeed been carrying the torch in all QE Taper affected weeks since the home sales growth of 12% on year was deemed unworthy by the market and … Continue reading

September 26, 2013

The Asian Ultimatum: Europe, US and the South of everything!

Politically incorrect, rhymes and trading dings, bells and sing song rompers in 10 Downing Street, the year of the Queen, the year of the Dragon and the year of those … Continue reading

September 10, 2012

Global Mid-Day Report: Not much calm Before the Storm

To set the morning in context, PMIs at Spain and Italy dropped as PMIs at UK, France and Germany hit a new low at near 45 in all three Continental … Continue reading

August 1, 2012

US Morning report: Ergo, this rally celebrates the recession’s stunted velocity, Bob Diamond’s on the sled going down

Auto sales are expected to make a mark in a couple of hours (Ford, GM sales up 7%, Nissan and Chrysler also report increase) and as production data falling below … Continue reading

July 3, 2012

Global Moves: Brazilian lending crosses 50% of GDP, Korean manufacturing up

Samsung and Kia/Hyundai are going strong as US Imports have held up and thence production Korea sustained at 83 levels. Meanwhile in Brazil Bank credit always in short supply because … Continue reading

June 27, 2012

JP Morgan’s New Derivatives for Trade Finance | Banking Insight

Trade Finance could be a new money spinner for banks as the business volumes of traditional products keep growing at more than 30%. For example China’s import bill alone is … Continue reading

April 10, 2012

China inflation hits target 3%. now a dull PPI shutdown scare | Asia Review & Insight

The Inflation ticked down -0.1% M/M at retail to hit a Y/Y 3% comparison, Propducer Prices weak at the same level as last year linking to the production scare in … Continue reading

March 8, 2012

Moving China's governance models – Investments, Splits and higher FDI

Even as China’s Huijin invested more in September in China’s big four banks to bring them to add back their LGFV exposure (Local LSFs) to the balance sheet, FDI growth … Continue reading

November 6, 2011 · 3 Comments

Santander completes RBS acquisition in UK and shows the way to RBS and Lloyds

RBS had sold 318 of its UK branches after repurposing them in 2009 as Williams and Glyn. Banco Santander had used the opportunity to further its footprint in the UK … Continue reading

September 20, 2011 · 1 Comment