★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction China Leans on Loosening up Mortgages to Boost Real Estate Sector, Maintain Economic Growth Following another round of missed coupon payments by China's Evergrande, default is looking more inevitable than ever. A long road…McAlinden Research PartnersDecember 8, 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
★ Daily Intelligence Briefings (DIBs)MarketsReal Estate & Construction Meet the Big Winners of the Mortgage Lending Boom Residential mortgage lenders and servicers are living their best life right now, as business activity surges to all-time highs. For various…McAlinden Research PartnersOctober 26, 2020
★ Daily Intelligence Briefings (DIBs)Economics & 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
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & 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