Growing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?
The big surge in income and net worth caused by the FOMC last year is rapidly ending. Winter has returned to mortgage land…
Many of the changes to the US Treasury and REPO markets that were predicted in our comment this past May are coming to fruition.
Beijing will not allow Chinese firms to list their shares offshore unless they ensure that their business and the related data are protected
Could the tether market and a small, little-known private bank in the Bahamas be the precursor of the next systemic market event in the US?
BAC is the worst performing bank in the top-five US commercial banks and often underperforms the average for Peer Group 1.
HUD Secretary Fudge must either withdraw this proposal immediately or continue with a rule that destroys much of the government market
WISE is a play on the relentless advance of technology that lowers costs and eventually forces change in the legacy world of banking and pay
Cheap liquidity c/o the FOMC does little for bank earnings when asset returns are also falling
We anticipate a shift in deposits out of banks and into the Fed that could further complicate liquidity in Q3 2021.
