The Banking and Strategy Initiative

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Tag Archives: United States

It’s Monday Again! You know it is still Deal time, Comcast finally about to close out?

The various Comcast deals seem to be coming to a close with $20 Bln just to swipe out a 3 mln odd subscribers to Charter Communications that are tipping the … Continue reading

April 28, 2014

Bank Earnings Season 1Q 2014: Citi follows on to 2013 with a $1.23 earnings

Many were slow to comprehend the notch in Fee income and Retail Banking Income balance at JP Morgan, though analysts had updated their recommendation to a $1.25 EPS for the … Continue reading

April 14, 2014

It’s Monday Again! Crimea referendum over, Janet Yellen looks to continue the taper? (US Economy & Markets : The Week Ahead March 17 – March 21, 2014) US:AMZN, US:SBUX, US:GS, US:GMCR, US:TWX

What just happened! A fresh run to safety after a brief respite in late February saw Friday trading in 10 year US treasuries to 2.6% afresh even as Gold also … Continue reading

March 17, 2014

It’s Monday Again: McDonalds’ improves Comp Sales, Janet Yellen testimony twice over (The week ahead: Feb 10 – Feb 14, 2014, US Economy & Markets) US:MCD, US:LOW, US:GS, US:JPM

The Yuan and Yen are both about to turn back the clock again, stopping currency appreciation in China and Japan after a big clip, especially unwanted for Japan. Japan sold … Continue reading

February 10, 2014

It’s Monday Again!: Ford, GM earnings, Peyton Manning and New Jersey choke in the big game, (US Economy & Markets, The week ahead Feb 03 – Feb 07, 2014) US:F, US:FB , US:SBUX, US:BA, US:AMZN

Where are the investors, in bonds Yields have drifted down to 2.62%(at Monday, 11am) despite another $10 Bln added to the Taper tab last week to $65 B in purchases … Continue reading

February 3, 2014

Its Monday Again!:: Chat’s dead anyway, and Apple reports the Spruce Goose after the bell (The week ahead: Jan 27 – Jan 31, 2014, US Economy & Markets)

Q4 Earnings : Caterpillar, Apple(Q1), Boeing, Legg Mason, Mastercard, Visa Great beat from Caterpillar, Legg Mason reports Friday, Master and Visa in people’s  pockets report Thursday and Friday. Need the … Continue reading

January 27, 2014

It’s Monday Again!: Candy time, The End of the Brady era again? or StanChart ripe for your Asia portfolio (The Week ahead: Jan 20 – Jan 24, 2014, US Economy & Markets)

A new Janus strikes and what’s Davos again! but after SUPERBOWL XLVIII A shorter week, but a lot more to digest early in the Monday morning (rhetorically yet on Tuesday) … Continue reading

January 21, 2014

Bank Results Season: Deposits back at $1.12 T, Profits below $1 on 11.5 B outstanding equity, waiting for Mortgages to explode (Bank of America Q1 2014) and hoping for no Regulation Z again!!!

CAVEAT: Visitors to the site , actually reading thru the analysis may find we are definitely avoiding groundbreaking predictions this season, especially the ones that say Wells Fargo has become … Continue reading

January 15, 2014 · 1 Comment

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

It’s Monday Again: A $99-kit DNA test banned by US FDA, A new Mustang GT 500, will banks get into a better week?

US Yields moved into the last days of December even as the PIMCO Total Return Fund confirms a large holding in US Bonds. As Barclays points out i in the … Continue reading

December 9, 2013

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