★ Daily Intelligence Briefings (DIBs)FinanceMarkets Banks’ Buildup of Reserve Accounts Could Boost Future Earnings if Recession Fears are Overcooked Top US banks have reported a largely mixed set of earnings for Q4 2022. However, some of the most recent…McAlinden Research PartnersJanuary 19, 2023
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Booming Credit Growth Could Bolster US Banks, but Risks are Also on the Rise Unsurprisingly, bank profits headed lower in Q2 of this year, largely due to banks preparing provisions for future losses. Deposits…McAlinden Research PartnersSeptember 22, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyPolitics & PolicyReal Estate & Construction China’s Property Woes Spill Over Into the Banking Sector as Investment Falls and Mortgage Boycott Bites Chinese property investment and residential construction are languishing under a lack of liquidity and rising financial unrest among the populace.…McAlinden Research PartnersAugust 31, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Financial Sector Losing Out on International Talent but Heavy COVID Restrictions Likely to Remain New talent is increasingly hard to come by in high profile sectors of Hong Kong's economy - particularly the all-important…McAlinden Research PartnersJuly 25, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Bank Profits Broadly Lower in Q2 as Loan Loss Reserves Run out, Investment Banking Stalls US banks' second quarter results helped to map out an uncertain future for the financial sector. Trading revenues rose but…McAlinden Research PartnersJuly 19, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMonetary Policy Chinese Bank Protests Intensify, Spotlighting Issues Facing Country’s Regional Banking System Several banks in China's Henan province have frozen hundreds of millions of dollars' worth of deposits since mid-April with little…McAlinden Research PartnersJuly 13, 2022
★ 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)CommoditiesEconomics & TradeMonetary Policy China Launches More Stimulus Measures to Counter Fallout From Heavy-Handed COVID Lockdowns Following the implementation of major tax cuts and financial reforms to boost lending and loosen up liquidity for its beleaguered…McAlinden Research PartnersMay 4, 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