• JC888JC888
      ·2023-08-04

      US Banks Affected by FDIC Regulator New Rule.

      In my post US Banks To Fall As More Q2 Earnings Are Out? dated 17 Jul 2023, I have briefly mentioned about the “new” capital requirement. To read, click on above “blue link” ok. Show some love, like that post.. Thanks. It’s only been 2 weeks since. Now it seems like it’s about to be cast in stone (see below). On Thu, 24 Jul - the FDIC (US Banks’ Regulator) voted 3-2 to move the proposal forward. FDIC is seeking comments on the regulation, with the intent of commencing the transition in July 2025. When implemented, it would impact shareholders, private equity firms and clients. More importantly, banks will be impacted directly because they would have “less available resources” to generate
      4.07K9
      Report
      US Banks Affected by FDIC Regulator New Rule.
    • WallStreet_TigerWallStreet_Tiger
      ·2023-07-26

      Why PACW & BANC will go higher on merger news? A new start for regional banks!

      To strengthen balance sheets and reinforce financial positions, $Banc of California(BANC)$ and $PacWest(PACW)$ have decided to combine their operations in an all-stock merger. $PacWest(PACW)$ jumped 30% before the bell.1. What happened to regional bank shares after the MA news came out?To save small banks from bankruptcy, $UBS Group AG(UBS)$ and $JPMorgan Chase(JPM)$ took over Credit Suisse and First Republic.JP Morgan Chase agreed to pay $10.6 billion to the Federal Insurance Deposit Corp (FDIC) for the acquisition of First RepublicUBS absorbed Credit Suisse in $3.24 bi
      3.20K2
      Report
      Why PACW & BANC will go higher on merger news? A new start for regional banks!
    • GrishitaGrishita
      ·2023-07-26
      Yes hopefully it goes good . 
      29Comment
      Report
    • Trend_RadarTrend_Radar
      ·2023-07-19

      🎁ETF $KRE Show W Bottom Breakout, Benefit From Banks Positive Earnings

      💰💰💰Hi Tigers💖💖💖Trend Radar is a column to follow up and publish special movements on special stocks or indexes daily.We expecting this column of observation to help you be more in-timely and precisely to understand the market and seize the potential rally of stock.Disclaimer: Historical performance of stocks or indices does not represent future trends. The content in this article is only for information exchanges. Investment takes risk, opinions are not investment advice directly.1. $SPDR S&P Regional Banking ETF(KRE)$ show W bottom breakout on daily & weekly chart.According to BNK Invest, they have detected an approximate $160.2 million dollar inflow — a 5.0% increase week over week in outstanding units. As of 18 July,
      27.32K30
      Report
      🎁ETF $KRE Show W Bottom Breakout, Benefit From Banks Positive Earnings
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-07-19

      Banks Q2 Earning Review | What makes the rebound?

      Since last week's earnings reports from $JPMorgan Chase(JPM)$ $Citigroup(C)$ $Wells Fargo(WFC)$ this week saw the release of financial reports from $Morgan Stanley(MS)$ $Bank of America(BAC)$ $Goldman Sachs(GS)$ , major players in the U.S. banking industry. Overall, the impact of the Q1 "Silicon Valley Bank crisis" seems to be gradually fading, and market expectations were set quite low. Surprisingly, most banks managed to exceed market expectations in terms of revenue and profits, though variations exist across different business sectors.Interes
      1.65K6
      Report
      Banks Q2 Earning Review | What makes the rebound?
    • JC888JC888
      ·2023-07-19

      Goldman Tesla Netflix Contd US Mkt Rally Today?

      In my Tue’s post BofA Will Fuels US Market Rally Today?, I pondered whether Wall Street will focus on BofA “positives” and ignore the rest. Well? They did and market went on to rally for the 2nd successive day. If you haven’t read the post yet, click on above “blue title”. Pls show some “love’ and give a “Like”, “Share” & “Re-post” after reading ok. Thanks! By the time market called it a day: DJIA: +1.06% (+388.56 to 34,951.93). This is its 7th consecutive rally-session. Fantastic! S&P 500: +0.71% (+32.19 to 4,554.98). Nasdaq: +0.76% (+108.69 to 14,353.64). The partners-in-crime who fueled Tuesday rally were none other than: Bank of America. Morgan Stanley. This leaves us with the “golden” question o
      17.32K12
      Report
      Goldman Tesla Netflix Contd US Mkt Rally Today?
    • Jerry OngJerry Ong
      ·2023-07-20

      Why We Short Selling PacWest Bancorp Shares Amidst Rising Interest Rates

      The Unresolved Regional Banking Crisis The U.S. regional banking crisis, a significant concern for the national economy, is far from over. Despite various mitigation efforts, the crisis, triggered by the collapse of several small and medium-sized banks, is poised for another wave. This looming wave is not a cause for panic but a call for prudent financial management and strategic decision-making. PacWest Bancorp's Financial Struggles $PacWest(PACW)$ , a major player in the regional banking sector, is currently under the spotlight. The bank's financial health, coupled with the broader challenges facing the regional banking sector, has put significant pressure on its financial performance. Non-Performing Loans and Risk Exposure PacWest has been
      1.86K7
      Report
      Why We Short Selling PacWest Bancorp Shares Amidst Rising Interest Rates
    • Tiger_EarningsTiger_Earnings
      ·2023-07-20

      Regional Banks Recover From Crisis? NTRS, USB, CFG, ZION, WAL All Jumped on Earnings!

      The banking sector has shown strong performance in the second quarter, with banking companies reporting earnings beats exceeding misses by a significant margin of 8 to 0. In the previous earnings period, 10 banking companies surpassed EPS estimates.$SPDR S&P Regional Banking ETF(KRE)$ Saw Biggest Daily Inflows of $169.3 Mln $SPDR S&P Regional Banking ETF(KRE)$ experienced significant daily inflows of $169.3 million, the largest increase since June 6. This brought the fund's assets to $3.5 billion, the highest level since June 8. Over the past year, the fund has attracted a total of $1.15 billion in inflows.These regional banks all jumped after earnings showed resilienceSeveral regional banks, includ
      22.14K5
      Report
      Regional Banks Recover From Crisis? NTRS, USB, CFG, ZION, WAL All Jumped on Earnings!
    • OptionsBBOptionsBB
      ·2023-07-20

      Options Spy: After a 40% jump, CVNA could crash over 50%?

      The Dow rose 100 points Wednesday, its eighth straight day of gains, its longest winning streak in nearly four years. Apple closed above $195 a share on rumors of a ChatGPt-like service (Apple GPT), pushing the stock to a new all-time high.Goldman Sachs rose 1 percent as the bank was optimistic about a recovery in its banking business despite weaker-than-expected earnings. Western Alliance's earnings report showed signs of deposit stability, boosting confidence in regional bank stocks.Netflix reported mixed results in the second quarter, but subscriber numbers beat market expectations. Tesla posted record revenue in the second quarter, but its gross margin missed expectations.The Federal Reserve meets on July 25 and July 26, and a Reuters poll of 106 economists showed most believe the July
      46.95K12
      Report
      Options Spy: After a 40% jump, CVNA could crash over 50%?
    • TigerObserverTigerObserver
      ·2023-07-24

      Fed Decision, Big Tech Earnings Highlight the Busiest Week of the Summer

      Last Week's RecapThe US Market - The Dow posted a gain for the 10th straight sessionStocks were mixed last week as traders assessed the latest corporate earnings results. The Dow stretched its winning streak to 10 sessions despite earnings disappointments, its longest rally in almost six years. While the S&P 500 added 0.69% and the Nasdaq fell 0.57% for the week.Corporate earnings have been mixed thus far. 75% of S&P 500 companies that have already reported have exceeded analysts’ expectations, which is below the 5-year average of 77%, according to FactSet data.The week's relatively strong close likely reflects optimism over receding inflation and widespread confidence the Federal Reserve is nearly done raising interest rates. The Fed's policy-setting meeting next week is expected
      3.68K1
      Report
      Fed Decision, Big Tech Earnings Highlight the Busiest Week of the Summer
    • orsiriorsiri
      ·2023-07-24

      Unraveling the Mystique of DBS Holdings: An Analyst's Delight

      Greetings, fellow investors! Today, we embark on an exciting journey to decode the enigmatic allure of DBS Holdings, the financial wunderkind of Asia. Strap on your seatbelts and let's dive right into the belly of the stock market beast! The Recent Dip and Value Erosion All right, so you must have noticed that DBS's stock price took a recent nosedive, leaving investor—s bewildered and gasping for air. The stock lost around 20% of its market value from its all-time high. Now, before you start calling for divine intervention, let me assure you that there's no need to panic. The global market has been experiencing its fair share of heart palpitations, and DBS ($DBS GROUP HOLDINGS LTD(D05.SI)$) decided to take a brief, albeit dramatic, sabbatical fr
      5.47K2
      Report
      Unraveling the Mystique of DBS Holdings: An Analyst's Delight
    • guantanamoguantanamo
      ·2023-07-24
      $Western Alliance(WAL)$ simply put, a bank of this scale never fails - bailouts will always be prioritised by the fed! regional banks like these take the pressure off of central banking institutions, and as such they are invaluable in creating liquidity and access despite internet banking. the stability of regional financial institutions is very high in demand, especially in the wake of failed systems like crypto (though we undoubtedly will see highs appearing soon again).
      3505
      Report
    • ETF TrackerETF Tracker
      ·2023-07-25

      Top Regional Bank ETFs Jumped Over 20% on Upbeat Earnings!

      Several large American banks have released their better-than-expected earnings this month. $JPMorgan Chase(JPM)$ and $Wells Fargo(WFC)$ reported impressive second-quarter results, with profits increasing by 67% and 57% respectively, largely attributed to a significant surge in net interest income.Regional banks like $Northern(NTRS)$ , $U.S. Bancorp(USB)$ , $Citizens(CFG)$ , $Zions(ZION)$ , and $Western Alliance(WAL)$ are also performing well and experiencing continuous growth. They have impleme
      48.11K15
      Report
      Top Regional Bank ETFs Jumped Over 20% on Upbeat Earnings!
    • fizzlefangfizzlefang
      ·2023-05-29
      interesting developments on the global front recently, looking forward to seeing how this will play out 
      3481
      Report
    • JstanJstan
      ·2023-05-28
      Can try to win this 
      361Comment
      Report
    • HexyhexHexyhex
      ·2023-05-27
      It's the best app get it now
      181Comment
      Report
    • BeRichBeRich
      ·2023-05-27
      Jhbbbbbbbjjikkkkkkkkkffffgvvvv
      233Comment
      Report
    • MikkisoMikkiso
      ·2023-05-27
      Wahoooooo what a nice post 
      389Comment
      Report
    • Supersaiya 6Supersaiya 6
      ·2023-05-27
      Good time to reload ...enjoy the uptrend with the bull market
      1911
      Report
    • YozYoz
      ·2023-05-26
      [开心] [开心] [开心] [开心] Up
      163Comment
      Report
    • JC888JC888
      ·2023-08-04

      US Banks Affected by FDIC Regulator New Rule.

      In my post US Banks To Fall As More Q2 Earnings Are Out? dated 17 Jul 2023, I have briefly mentioned about the “new” capital requirement. To read, click on above “blue link” ok. Show some love, like that post.. Thanks. It’s only been 2 weeks since. Now it seems like it’s about to be cast in stone (see below). On Thu, 24 Jul - the FDIC (US Banks’ Regulator) voted 3-2 to move the proposal forward. FDIC is seeking comments on the regulation, with the intent of commencing the transition in July 2025. When implemented, it would impact shareholders, private equity firms and clients. More importantly, banks will be impacted directly because they would have “less available resources” to generate
      4.07K9
      Report
      US Banks Affected by FDIC Regulator New Rule.
    • JC888JC888
      ·2023-07-19

      Goldman Tesla Netflix Contd US Mkt Rally Today?

      In my Tue’s post BofA Will Fuels US Market Rally Today?, I pondered whether Wall Street will focus on BofA “positives” and ignore the rest. Well? They did and market went on to rally for the 2nd successive day. If you haven’t read the post yet, click on above “blue title”. Pls show some “love’ and give a “Like”, “Share” & “Re-post” after reading ok. Thanks! By the time market called it a day: DJIA: +1.06% (+388.56 to 34,951.93). This is its 7th consecutive rally-session. Fantastic! S&P 500: +0.71% (+32.19 to 4,554.98). Nasdaq: +0.76% (+108.69 to 14,353.64). The partners-in-crime who fueled Tuesday rally were none other than: Bank of America. Morgan Stanley. This leaves us with the “golden” question o
      17.32K12
      Report
      Goldman Tesla Netflix Contd US Mkt Rally Today?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-07-19

      Banks Q2 Earning Review | What makes the rebound?

      Since last week's earnings reports from $JPMorgan Chase(JPM)$ $Citigroup(C)$ $Wells Fargo(WFC)$ this week saw the release of financial reports from $Morgan Stanley(MS)$ $Bank of America(BAC)$ $Goldman Sachs(GS)$ , major players in the U.S. banking industry. Overall, the impact of the Q1 "Silicon Valley Bank crisis" seems to be gradually fading, and market expectations were set quite low. Surprisingly, most banks managed to exceed market expectations in terms of revenue and profits, though variations exist across different business sectors.Interes
      1.65K6
      Report
      Banks Q2 Earning Review | What makes the rebound?
    • ETF TrackerETF Tracker
      ·2023-07-25

      Top Regional Bank ETFs Jumped Over 20% on Upbeat Earnings!

      Several large American banks have released their better-than-expected earnings this month. $JPMorgan Chase(JPM)$ and $Wells Fargo(WFC)$ reported impressive second-quarter results, with profits increasing by 67% and 57% respectively, largely attributed to a significant surge in net interest income.Regional banks like $Northern(NTRS)$ , $U.S. Bancorp(USB)$ , $Citizens(CFG)$ , $Zions(ZION)$ , and $Western Alliance(WAL)$ are also performing well and experiencing continuous growth. They have impleme
      48.11K15
      Report
      Top Regional Bank ETFs Jumped Over 20% on Upbeat Earnings!
    • TigerObserverTigerObserver
      ·2023-07-24

      Fed Decision, Big Tech Earnings Highlight the Busiest Week of the Summer

      Last Week's RecapThe US Market - The Dow posted a gain for the 10th straight sessionStocks were mixed last week as traders assessed the latest corporate earnings results. The Dow stretched its winning streak to 10 sessions despite earnings disappointments, its longest rally in almost six years. While the S&P 500 added 0.69% and the Nasdaq fell 0.57% for the week.Corporate earnings have been mixed thus far. 75% of S&P 500 companies that have already reported have exceeded analysts’ expectations, which is below the 5-year average of 77%, according to FactSet data.The week's relatively strong close likely reflects optimism over receding inflation and widespread confidence the Federal Reserve is nearly done raising interest rates. The Fed's policy-setting meeting next week is expected
      3.68K1
      Report
      Fed Decision, Big Tech Earnings Highlight the Busiest Week of the Summer
    • Jerry OngJerry Ong
      ·2023-07-20

      Why We Short Selling PacWest Bancorp Shares Amidst Rising Interest Rates

      The Unresolved Regional Banking Crisis The U.S. regional banking crisis, a significant concern for the national economy, is far from over. Despite various mitigation efforts, the crisis, triggered by the collapse of several small and medium-sized banks, is poised for another wave. This looming wave is not a cause for panic but a call for prudent financial management and strategic decision-making. PacWest Bancorp's Financial Struggles $PacWest(PACW)$ , a major player in the regional banking sector, is currently under the spotlight. The bank's financial health, coupled with the broader challenges facing the regional banking sector, has put significant pressure on its financial performance. Non-Performing Loans and Risk Exposure PacWest has been
      1.86K7
      Report
      Why We Short Selling PacWest Bancorp Shares Amidst Rising Interest Rates
    • Tiger_EarningsTiger_Earnings
      ·2023-07-20

      Regional Banks Recover From Crisis? NTRS, USB, CFG, ZION, WAL All Jumped on Earnings!

      The banking sector has shown strong performance in the second quarter, with banking companies reporting earnings beats exceeding misses by a significant margin of 8 to 0. In the previous earnings period, 10 banking companies surpassed EPS estimates.$SPDR S&P Regional Banking ETF(KRE)$ Saw Biggest Daily Inflows of $169.3 Mln $SPDR S&P Regional Banking ETF(KRE)$ experienced significant daily inflows of $169.3 million, the largest increase since June 6. This brought the fund's assets to $3.5 billion, the highest level since June 8. Over the past year, the fund has attracted a total of $1.15 billion in inflows.These regional banks all jumped after earnings showed resilienceSeveral regional banks, includ
      22.14K5
      Report
      Regional Banks Recover From Crisis? NTRS, USB, CFG, ZION, WAL All Jumped on Earnings!
    • OptionsBBOptionsBB
      ·2023-07-20

      Options Spy: After a 40% jump, CVNA could crash over 50%?

      The Dow rose 100 points Wednesday, its eighth straight day of gains, its longest winning streak in nearly four years. Apple closed above $195 a share on rumors of a ChatGPt-like service (Apple GPT), pushing the stock to a new all-time high.Goldman Sachs rose 1 percent as the bank was optimistic about a recovery in its banking business despite weaker-than-expected earnings. Western Alliance's earnings report showed signs of deposit stability, boosting confidence in regional bank stocks.Netflix reported mixed results in the second quarter, but subscriber numbers beat market expectations. Tesla posted record revenue in the second quarter, but its gross margin missed expectations.The Federal Reserve meets on July 25 and July 26, and a Reuters poll of 106 economists showed most believe the July
      46.95K12
      Report
      Options Spy: After a 40% jump, CVNA could crash over 50%?
    • orsiriorsiri
      ·2023-07-24

      Unraveling the Mystique of DBS Holdings: An Analyst's Delight

      Greetings, fellow investors! Today, we embark on an exciting journey to decode the enigmatic allure of DBS Holdings, the financial wunderkind of Asia. Strap on your seatbelts and let's dive right into the belly of the stock market beast! The Recent Dip and Value Erosion All right, so you must have noticed that DBS's stock price took a recent nosedive, leaving investor—s bewildered and gasping for air. The stock lost around 20% of its market value from its all-time high. Now, before you start calling for divine intervention, let me assure you that there's no need to panic. The global market has been experiencing its fair share of heart palpitations, and DBS ($DBS GROUP HOLDINGS LTD(D05.SI)$) decided to take a brief, albeit dramatic, sabbatical fr
      5.47K2
      Report
      Unraveling the Mystique of DBS Holdings: An Analyst's Delight
    • WallStreet_TigerWallStreet_Tiger
      ·2023-07-26

      Why PACW & BANC will go higher on merger news? A new start for regional banks!

      To strengthen balance sheets and reinforce financial positions, $Banc of California(BANC)$ and $PacWest(PACW)$ have decided to combine their operations in an all-stock merger. $PacWest(PACW)$ jumped 30% before the bell.1. What happened to regional bank shares after the MA news came out?To save small banks from bankruptcy, $UBS Group AG(UBS)$ and $JPMorgan Chase(JPM)$ took over Credit Suisse and First Republic.JP Morgan Chase agreed to pay $10.6 billion to the Federal Insurance Deposit Corp (FDIC) for the acquisition of First RepublicUBS absorbed Credit Suisse in $3.24 bi
      3.20K2
      Report
      Why PACW & BANC will go higher on merger news? A new start for regional banks!
    • Trend_RadarTrend_Radar
      ·2023-07-19

      🎁ETF $KRE Show W Bottom Breakout, Benefit From Banks Positive Earnings

      💰💰💰Hi Tigers💖💖💖Trend Radar is a column to follow up and publish special movements on special stocks or indexes daily.We expecting this column of observation to help you be more in-timely and precisely to understand the market and seize the potential rally of stock.Disclaimer: Historical performance of stocks or indices does not represent future trends. The content in this article is only for information exchanges. Investment takes risk, opinions are not investment advice directly.1. $SPDR S&P Regional Banking ETF(KRE)$ show W bottom breakout on daily & weekly chart.According to BNK Invest, they have detected an approximate $160.2 million dollar inflow — a 5.0% increase week over week in outstanding units. As of 18 July,
      27.32K30
      Report
      🎁ETF $KRE Show W Bottom Breakout, Benefit From Banks Positive Earnings
    • TigerClubTigerClub
      ·2023-05-19

      🎁What the Tigers Say | How will the US stock market go?Investing Tips From Tigers

      Hi Tigers, welcome to ”What the Tigers Say” [Cool]This is a weekly column planned to share the great opinion from Tigers on ‘How will the US stock market go? Investing Tips From Tigers’.As we analyze the trajectory of the US stock market, several key factors come into play: the performance of regional banks, the semiconductor industry, big tech stocks, and so on. These sectors hold significant influence over market trends and can provide valuable insights for investors.Below are some insights from Tiger @NAI500, @ShenGuang and @nerdbull1669. Which opinions do you agree with?🎁Special Notes: Whoever showed on the” What the Tigers
      12.47K38
      Report
      🎁What the Tigers Say | How will the US stock market go?Investing Tips From Tigers
    • NAI500NAI500
      ·2023-05-22

      U.S. Banking Crisis: Whomever Unbeaten Will Become Stronger

      $JPMorgan Chase(JPM)$ $Capital One(COF)$ $First Citizens BancShares(FCNCA)$ $HSBC Holdings PLC(HSBC)$ Warren Buffett once said: "Only when the tide goes out do you discover who's been swimming naked."The recent US banking crisis is a perfect example of this phenomenon. Banks such as $SVB Financial Group(SIVBQ)$, $Signature Bank(SBNY)$ of New York and $Credit Suisse Group AG(CS)$ went bankrupt or were sold off, but some well-capitalized banks benefited.But while this crisis has investors looking t
      34.23K5
      Report
      U.S. Banking Crisis: Whomever Unbeaten Will Become Stronger
    • guantanamoguantanamo
      ·2023-07-24
      $Western Alliance(WAL)$ simply put, a bank of this scale never fails - bailouts will always be prioritised by the fed! regional banks like these take the pressure off of central banking institutions, and as such they are invaluable in creating liquidity and access despite internet banking. the stability of regional financial institutions is very high in demand, especially in the wake of failed systems like crypto (though we undoubtedly will see highs appearing soon again).
      3505
      Report
    • Ryan_Z0528Ryan_Z0528
      ·2023-05-06

      "Systemic Banking Crisis" not end yet, will follow to short?

      If you will continue to be bearish on banking stocks, what stock or related ETFs will be your target? 1. The banking stock crisis is getting worse?The US banking industry is beginning to face pressure due to the rising deposit cost and the impact of potential recession. As a classic case of value investment, banking stocks were once Warren Buffett's heavy positions. However, Buffett's confidence in the financial industry is weakening. According to public data, $Berkshire Hathaway(BRK.A)$ has been a seller of the banking sector since 2020.Bisides to $Bank of America(BAC)$ , Buffett has already cleared his position in $Wells Fargo (WFC) $,
      7.00K9
      Report
      "Systemic Banking Crisis" not end yet, will follow to short?
    • LMSunshineLMSunshine
      ·2023-05-06

      🏦Analysis:Buy Regional🏦s After Rebounds🤔❓TFC Next To Collapse🧐❓

      Regional bank stocks finally bounced back on 5/5 (Fri), after 4 days of intense selling following the failure of First Republic Bank on 1/5 (Mon). SPDR Regional Banking ETF (KRE) rose by more than 6% ⭐️ Shares of PacWest (PACW) jumped nearly 82%.  ⭐️ $Western Alliance(WAL)$  gained 49% ⭐️ Zions Bancorp (ZIONO) added about 16% 🚨 However, Friday's rally only made a small dent in the week-to-date losses. PACW still finished the week down 43%🐻🐻🐻 after it confirmed this week that it is exploring strategic options to bolster its finances, which triggered a brutal sell-off. ⚠️ WAL, which said it is not seeking a sale, has also been under heavy pressure this week, falling 27% even after Friday's rally. Many 🐯🐯🐯
      4.39K41
      Report
      🏦Analysis:Buy Regional🏦s After Rebounds🤔❓TFC Next To Collapse🧐❓
    • GrishitaGrishita
      ·2023-07-26
      Yes hopefully it goes good . 
      29Comment
      Report
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2023-05-15

      How does the "tight credit cycle" affect assets after interest rates peak?

      After the release of the lower-than-expected CPI data for April in the United States last Wednesday, the market further believed and priced in the possibility of a pause in rate hikes in June. This means that after what was previously estimated to be the final rate hike in May this year, this rate hike cycle will come to an end. Of course, although the market is optimistic about expectations of a "rate cut" starting from September, core CPI has been hovering around 5.5% for four consecutive months and its three-month annualized value is still as high as 5.1%, which is close to 5%. This indicates that there is still significant stickiness. Core CPI from May to June may determine whether there can be a smooth transition towards September.a 21% probability of 25bps raise in JuneUnder tight mo
      11.65K2
      Report
      How does the "tight credit cycle" affect assets after interest rates peak?
    • Frank_HolmesFrank_Holmes
      ·2023-05-09

      Banking On Gold: The Silver Lining In The U.S. Regional Banking Storm

      According to the official rules of Monopoly, the bank can never run out of money. Obviously that’s not always the case in the real world. We’ve already seen three regional banks fail in the U.S. so far this year, and we may see more as depositors continue to move cash from smaller institutions to those perceived to be safer. According to the latest data, bank deposits are shrinking at the fastest pace on record, having hit -5% year-over-year in April. To make depositors whole, smaller banks must sell interest rate-sensitive securities at a loss, which cuts further into their bottom line. A March report by Moody’s shows that, compared to banks in the United Kingdom and
      7525
      Report
      Banking On Gold: The Silver Lining In The U.S. Regional Banking Storm
    • David ShokoDavid Shoko
      ·2023-05-09

      2023 Q1 Earnings Review Part II: Financials

      (BQPrime) Charles Schwab reported a mixed quarter despite beating Wall Street estimates but the business has stormy clouds ahead. Bank of America reported a solid quarter displaying that the bank is well-positioned to weather an economic downturn. Intercontinental Exchange Inc. reported a solid quarter as it looks to close its Black Knight acquisition. Visa Inc. reported a solid quarter and showed why the stock commands a premium valuation. Charles Schwab Corporation Charles Schwab (SCHW) is one of the largest brokerage firms and banks in the US, with over 32 million active brokerage accounts and $7.5 trillion in client assets as of March 31, 2023. The company reported its first-quarter earnings on April 19, 2023, beating analysts’ expectations on revenue and earnings per share. How
      1.65K4
      Report
      2023 Q1 Earnings Review Part II: Financials