The Banking and Strategy Initiative

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Category Archives: Retail Lifestyle

It’s Monday Again!: Beam goes to Suntory, 2014 Housing Starts, European Banks and other worry lines for the Executive forehead as US Banks dig in..(The Week ahead: January 13-17, 2014, US Economy & Markets)

Retail Sales remain positive as snow trucks and card thieves take over? Neiman Marcus and three other retailers joined Target in reported thefts of Cardholder information. Target’s tally of 70 … Continue reading

January 13, 2014

It’s Monday Again: The snow, The sharing Economy and other cockamamie ideas that keep you indoors in College Bowl weeks? (The week ahead December 30, 2013 – Jan 03, 2014; US Economy & Markets)

The sharing Economy is a real buzzkill Frisco does not need in the middle of that discussion over Long Term unemployment, the artificial Employment additions (non additions of the soooo.. … Continue reading

December 30, 2013

It’s Monday Again: It’s easy to forget its the Post Taper world!, China Mobile, Merry Christmas, Investors return to Global Fixed Income in 2014 (US Economy & Markets: The Week ahead: December 23 – 27, 2013) US:AAPL, US:DRI, US:CMG

Of course being Christmas week, not much is scheduled by way of Economic Reports with Jobs Data coming out on January 10th and the Chicago PMI being released next Tuesday. … Continue reading

December 23, 2013

Bank Policy Wednesday: India stands PAT on rates in December; FOMC announcement to skip the Taper

Bank Policy Wednesday: India stands PAT on rates in┬áDecember (*) India Investment Post DECEMBER 18, 2013 Even as RBI shows concern about the retail inflation, it has probably factored in … Continue reading

December 18, 2013

It’s Monday Again!: A celebration weekend, Monday is slow off the pike? HBC:US, TWTR:US, GS:US, GM:US, F:US, NFL, (The Week ahead: Nov 04, 2013 – Nov 08, 2013, US Economy & Markets)

If you still have your Halloween costume on, or celebrating Deepavali in India you might be excused. In fact I almost did, but then I remembered that HSBC had reported … Continue reading

November 4, 2013

The Mid-Week Trading Update: Earnings Season proves bulls right, Chicago PMI floors the pedals at a 65.9(V:US, MA:US, FB:US, TWTR:US, PFE:US, SNY:US, MRK:US, SSNGY:US)

Of course the recovery is capped as early earnings from Banks showed housing stepping into a mire and hoarding Cash still works for R&D rich Apple and Samsung. Caterpillar’s great … Continue reading

October 31, 2013

It’s Monday Again: Bank Earnings trough passed? Home recovery on the brink (The Week Ahead: October 28 – November 01, 2013 :: US Economy & Markets)

The Bank rally could have well and truly peaked but for the fact that European Banks are shrinking their credit assets at almost 10% for the last 4-5 quarters and … Continue reading

October 28, 2013

Bank Results Season: Citi unfortunately makes it 3/3 on underperforming Big 4

Of course that is just making the coming bank rally sweeter and likely Friday’s Morgan Stanley results which we do not cover anymore will be missed by the rally after … Continue reading

October 15, 2013

Bank Results Season: Wells Fargo does match JP Morgan in Earnings of $5.6 Bln (Q3 2013)

Of course, JP Morgan booked $9 Bln in expenses to settlements that eroded the profit banks for the September quarter, Wells Fargo saved up its improving credentials in profit making … Continue reading

October 11, 2013

Bank Results Season: Jamie Dimon leaves as Chairman of the combined Bank

  Of course that was a technical correction as he left Chairmanship of Chase and this would be typical froosh media that you finally got rid of by coming here … Continue reading

October 11, 2013