as central banks are starting to recognise the side
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i.e. that banks could decide to skip a coupon
one of the world's largest global banks. Mr. Gal is a
and the first female superintendent of banks
index events make us positive Saudi stocks. Prefer banks
our sector preference is tilted towards the banks and petchems
since demand from foreign central banks and the Federal
it sees significant opportunity among the privately held banks that
and restrictions on banks' abilities to make high-risk trades.
while a number of foreign banks - including Credit Suisse
fewer buyers of its oil and a potential ban on Iranian banks from the global SWIFT payments network)
the reoccurring feedback from investors has been that clients have rotated out of US banks and
significant credit issues for the banks as weaker firms (who are clients) will be better positioned to sell themselves to the tech behemoths looking for innovative ideas. Catalysts: 1) Improving expectations around rising rates (on back of better macro- economic data) will conti...
there are very few banks that would be competent to
such as Banks and Cyclicals since the summer. We changed our yield basket last