★ Daily Intelligence Briefings (DIBs)FinanceMarkets Stress Test Results Could Spur Optimism in Financial Sector, But Recession Fears Still Loom Large The Federal Reserve will publish results from their annual stress tests of major US financial institutions today after the close. Based on those,…McAlinden Research PartnersJune 23, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinanceMonetary Policy Chinese Banks Struggle to Gain Footing Amid Slow Loan Growth and Rising Uncertainty Shares of Chinese banks are among the cheapest financial sector equities in the world, and that may be for good…McAlinden Research PartnersJune 8, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Banking Industry Breakout Stumbles on Weaker Earnings, Flatter Yield Curve US financial sector earnings are in full-swing, but several major banks have posted disappointing results for Q4 2021. Despite strong…McAlinden Research PartnersJanuary 19, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Faces an Uncertain Future as CCP Crackdowns Curb Corporate Appeal The Chinese Communist Party's ongoing regulatory and social reforms in the mainland are sending shivers through Hong Kong's economy. Cash raised…McAlinden Research PartnersNovember 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarkets Investment Banking Likely to Lead Financial Sector Earnings, Best Days Yet to Come for Lending Profits US bank earnings are expected to show Q3 profit growth of 20% YoY, but scrutiny of rising costs and slower…McAlinden Research PartnersOctober 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy US Banks Capitalize on Increased Dealmaking, New Limits on Financial Sector Consolidation Linger US Banks are setting up for another strong year as they continue to rake in impressive revenues, bolstered by an ongoing wave of…McAlinden Research PartnersJuly 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy Exploring Banking’s Breakout Earnings, How The Sector Could Sustain a Continued Surge Financial sector profits for Q1 2021 are on track to be among the best ever reported after banks released billions…McAlinden Research PartnersApril 19, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMarketsMonetary Policy Bank Stocks Likely to Weather Short-Term Blows, Look Ahead to Buybacks and Broader Profitability Despite several headline-inducing headwinds that hit banks in recent weeks, including a shift in SLR calculations and the implosion of Archegos Capital…McAlinden Research PartnersMarch 30, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy Financial Sector Bucking Up on Buybacks, Could See Steeper Yield Curve Ahead Banks soared last week after the Fed announced they could resume share repurchase programs. However, the rally was capped by…McAlinden Research PartnersDecember 23, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Chinese Banking System Remains Vulnerable Amid Slowing Profitability, Rising NPLs Net Income at major Chinese financial institutions declined for the second consecutive quarter as the sector continues to struggle with…McAlinden Research PartnersNovember 2, 2020