The Banking and Strategy Initiative

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Tag Archives: cnbc

It’s Monday Again: Cancer Pharma M&A, Luxe retailers Sales reports and a higher GDP clip

  Jackson Hole seemed exceptionally sunny as the search for Bernanke’s replacement is on and despite Bullard and the high rate hit new Home Sales last week a Setember calendar … Continue reading

August 26, 2013

Bank Earnings Season: Bank of America tries to do the impossible with its Housing portfolio? (Q4 and Full Year 2012)

Though the bank managed the hit from settlements well enough and the expected decine in charge offs together with ready provisioning enabled the bank to avoid losses on the last … Continue reading

January 17, 2013

Fiscal Cliff and a stress test worried by a China slowdown | Banking Insight

The Fed as expected pushed in some harsher conditions for the second edition of the stress test, while Ben Bernanke separately admonished bankers for being too cautious and reducing their … Continue reading

November 15, 2012

Global Mid-Day Report: If you know where you are going to be.. may be easy enough to find yourself here Markets remain confused by trends and counter trends in between bouts of hope and despair. Spanish yields at 6.7% are a … Continue reading

July 10, 2012

China Singular Trade deficit | China Review & Insight

The large deficit in trade just announced by China on the back of a large 40% jump in imports to $31.5 bln, is not as bad as it seems. The … Continue reading

March 10, 2012

US Economy: Super Tuesday worms up, Services buoyant, US annual growth 3%

With Newt shut out outside Georgia, Tennessee and Oklahoma, it is suddenly very clear for the average GOP to push Mitt Romney out as the candidate tomorrow, though the convention … Continue reading

March 5, 2012

Europe: ISDA tackles the tough question of Default in the Greek swap ( Post ISDA Action update)

The EMEA Determinations committee that handled the thorny question decided to llet matters be for now asking investors to be sure to come back if anything else happened , bu … Continue reading

March 1, 2012

US Economy: Jobless claims start the Thursday rush order for data

The ISM Manufacturing Index of course would be key to watch esp as the GDP growth of 3% did not mean much in Q4 and strong ISM was the beginning … Continue reading

March 1, 2012

European Banks Debt Crisis: Europe & the 3 yr Loans (LTRO)

That fringe blog as it likes to call itself is trying to run the shop like a frustrated Euro trader but his acuity is delightful as it gives us a … Continue reading

February 7, 2012 · 3 Comments

Want to talk Bank strategy – here's more pay disclosure & Jaime Dimon standoffs

  Morgan Keegan brokers were the next hit by the bonus juggernaut, with Raymon James taking the $1 bln bill out of advisors’ retention pay on call. It announced a … Continue reading

January 26, 2012 · 4 Comments