★ Market Insights⦁ Theme TrackerFinanceⓁ US BanksMonetary 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
★ Market Insights⦁ Theme TrackerFinanceⓁ US BanksMarketsMonetary 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
★ Market Insights⦁ Theme TrackerFinanceⓁ US BanksMonetary 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
★ Market InsightsEconomics & 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
★ Market InsightsEconomics & TradeFinance More Bad Loans Chop Chinese Bank Profits as Sanctions and Other Risks Loom China’s largest banks are no longer insulated from the issues that regional depositories have had to swallow over the last…McAlinden Research PartnersSeptember 9, 2020
★ Market InsightsCommoditiesEconomics & TradeFinance 3 Investment Implications of China’s Historic 2020 Floods Heaving flooding along the Yangtze River has submerged huge swathes of southern China this summer. It has disrupted life and…McAlinden Research PartnersAugust 31, 2020
★ Market InsightsFinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Market InsightsEconomics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020
★ Market Insights⦁ Theme Tracker US Banking 2020: Stronger Consumers, Technology, and Declining European Competition US banks closed out a relatively neutral 2019 with some strong fourth quarter results. Consumer borrowing and a rebound in…McAlinden Research PartnersJanuary 29, 2020
★ Market Insights⦁ Theme TrackerFinance Long US Banks is MRP’s New Theme At first it was just the smaller Fintechs. Now, Big Tech wants in as well. Facebook, Apple, Amazon, Uber and…McAlinden Research PartnersNovember 14, 2019