★ 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
★ Daily Intelligence Briefings (DIBs)FinancePolitics & 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
★ Daily Intelligence Briefings (DIBs)Economics & 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
★ Daily Intelligence Briefings (DIBs)⦁ 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
★ Daily Intelligence Briefings (DIBs)⦁ 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
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy Chinese Financial Failures Become a “Fact of Life” as Regional Banks Fade The outlook for China’s regional banks appears to have worsened in the months since the Baoshang Bank bailout, the first…McAlinden Research PartnersOctober 15, 2019