The Banking and Strategy Initiative

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Tag Archives: June

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

It’s Monday Again!- Brazil sets off Dollar’s return on the wrong foot, but EMs it seems to be (July 22-July 26, 2013 – US Economy & Markets)

  Firstly, it wasn’t us to blame for not starting you off on Monday the last 2-3 weeks as we did deliver the Bank results and well, you have not … Continue reading

July 22, 2013

Bank Results Season: Sorry Lloyd, Harvey – we are not impressed (EPS $3.78 per share Q2 2013)

The banks are of course back with a bang. The big mortgage players were ahead when they reported on Friday and Citi was good for the coin on Monday. But … Continue reading

July 16, 2013

India Morning Report: Central bank forces rerating of Indian growth forecasts, india inc reports great Q2 performance(This week in Asia on The Banking and Strategy Initiative: advantages.us)

The Reserve Bank of India pulled up the bank lending rates for its MSF (the emergency lending by RBI at the top of the rate channel prescribed) from 8.25% to … Continue reading

July 15, 2013

India Morning report: Oil signals treated as critical sell levels for the Rupee (This week in Asia on advantages.us)

An old adage for the market, it is now a repeated phenomena in the global markets for India to retain the dubious double distinction of heralding global commodity lows and … Continue reading

July 2, 2013

iT’S MoNDaY aGaiN; another “too little too late” moment for Obama, more Bank settlements (US Economy and Markets) [July 01 – July 05, 2013]

The week is a bore really. For probably the nth month in succession where n=9, apart from a spike in Q1 2013, China has posted sub par manufacturing data, Yen … Continue reading

July 1, 2013

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

Global Mid-Day Report: Oil stocks thumb down any more “recovery talk”

Retail Gasoline stocks shot up by 4.5 M barrels in the week after having given hope with customers starting drawing down on gas money and inventories flowing to the pump … Continue reading

July 25, 2012

Bank Results Season: Morgan Stanley in the fire (Q2 2012 Report)

Trading income is down 37% on year for Institutional Clients even as it maintains Q1 revenue watermarks more or less in both Institutional ¬†Clients and Wealth Management but DVA claimed … Continue reading

July 19, 2012

US Morning Report: It’s just the Citi, Retail sales don’t disappoint..China may

Retail sales are down 0.5% for June 12, the most disappointing but probably putting faith back in the multiple reports of retail same store sales that dot the landscape after … Continue reading

July 16, 2012 · 1 Comment

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