Market Views Equity Financials
Ahead of the Curve | Friday, 1st October 2021
Bank stocks in focus as central banks turn hawkish.Last week saw a hawkish inflection from two major central banks with...
1 October 2021
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Evergrande crisis
This week, markets turned volatile due to contagion fears from the real estate developers crisis in China. In recent weeks,...
21 September 2021
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Ahead of the Curve | Friday, 17th September
COVID-related inflation pressures subside, but stickier inflation measures continue to riseInflation continues to dominate the market’s attention. There are clear...
17 September 2021
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Ahead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
3 September 2021
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Ahead of the Curve | Friday, 6th August 2021
ECB lifts dividend ban – banks poised to return significant amounts of excess capital to shareholders.The ECB finally lifted its...
6 August 2021
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Ahead of the Curve | Friday, 23rd July 2021
US bank earnings come in strong – with further signs of accelerating loan growth.With most large US bank earnings now...
23 July 2021
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Ahead of the Curve | Friday, 9th July 2021
US 10-Year Treasury yields fall as Delta variant concerns emerge, creating volatility and opportunity.Emerging concerns over the Delta variant have...
9 July 2021
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Ahead of the Curve | Friday, 25th June 2021
Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
25 June 2021
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Ahead of the Curve | Friday, 11th June 2021
Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
11 June 2021
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Ahead of the Curve | Friday, 28th May 2021
European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
28 May 2021
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Ahead of the Curve | Friday, 7th May 2021
Strong start to earnings season – European banks beating once again EU Recovery Fund nearing implementation – Euro bond issuance...
7 May 2021
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Ahead of the Curve | Friday, 23rd April 2021
Strong start to earnings season – US banks already reversing loan loss provisionsUS bank earnings are off to a strong...
23 April 2021
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