The Banking and Strategy Initiative

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Tag Archives: September

It’s Monday Again: Belfort on Wall Street, FOMC week, Dow starts up 180 points (The Week Ahead December 16 – 20, 2013 :US Economy & Markets)

The IPO hits, the Buybacks, Can Deals make it in 2013 too 2013 was the biggest for IPOs in recent history with a late coming in the fourth quarter, and … Continue reading

December 16, 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

It’s Monday Again: A slow week for sure, easier to bring smiles back with good economic data? (The week ahead: September 30 – October 04, 2013 — US Economy & Markets)

Consumers have already shutout most consumption, showing on data series since the last three months and not yet improving despite Oil prices falling off a precipice after the Syria blackout … Continue reading

September 30, 2013

US Economy: Housing Recovery 2012: Housing starts data encouraging, Regional Banks results show the promise

WE have already pointed out in our earlier regular survey/trawling of US Economic statistics daily reports thru July August that the Housing recovery numbers have always seemed impressive on Y/Y … Continue reading

October 17, 2012

US Economy: The Housing Market recovery is still standing (in the hole?)

The possibility of yields climbing out to unforeseen levels has increased with the continuing recovery in domestic equities adding to all the fuss over emerging markets in the first quarter … Continue reading

March 19, 2012 · 2 Comments

US Economy: The consequences of a Romney win, Auto PMIs and all that Europe but PE pay

At some stage , all Americans will deal with the question. As of now ahead of Super Tuesday, only data for Ohio favoring Santorum and Georgia favoring Newt 2012 campaign’s … Continue reading

February 29, 2012 · 1 Comment

Life takes Visa, esp within the United States | Earnings Insight

While Mastercard enjoyed $3.1 tln in transactions in 2011 and $1.1 tln was spent on its debit cards, Visa grew 20% over 2010 to grow to $6tln in 2011, its … Continue reading

February 8, 2012 · 2 Comments

Coming up: Mastercard vs Visa? Or just more prepaid/charge cards

Mastercard’s 44% rise made it the #4 best performing stock in the US in 2011 despite not being allowed in the $2.3 tln payments industry in China and running behind … Continue reading

January 21, 2012 · 3 Comments

US Economy: Building on a 380,000 jobless claims, Wholesale grows 1.6%

Yesterday’s Wholesale Trade report for October showed a growth of 1.6% well above the consensus range after a worrisome sentiment in September. The wholesale trade build was a negative draw … Continue reading

December 9, 2011 · 4 Comments

US Economy: A Statistics Review ( Another reason to borrow?)

Those who consider our analytical approach too light on statistics and charts must consider a couple of browsing calendars at hand while reading up on the Critical analyses of the … Continue reading

November 22, 2011 · 2 Comments