Here are the banks with the highest concentration of commercial real estate loans as the sector faces mounting pressures.
This graphic shows the 20 largest U.S. banks by assets, and their exposure to commercial real estate as a percentage of total loans.
U.S. credit cardholders collectively spent $15 billion on late fees in 2022 – officially surpassing pre-pandemic levels again. This will likely change significantly from 2024, however, as the Biden Administration has capped most types of these payments…
I skate to where the puck is going to be, not where it has been. Wayne Gretzky I took my wife to dinner Saturday night at a local, boutique hotel. The Willcox Hotel was established in the late 19th century to cater to the Winter Colony of wealthy northerners who spent their winters in South Carolina. […]
BYD is set to surpass Tesla in EV sales for 2024. In this graphic, we illustrate the global electric vehicle market share for 2023.
The post Visualizing Global Electric Vehicle Sales in 2023, by Market Share appeared first on Visual Capitalist.
FEEDBoth on a fund level………..by way of XHB: And with individual securities, like KHB……….. Maybe “hosed” is overstating it, but let’s just agree that it looks way more like a “sell” at th…
The Fed may focus on reduced growth in household and corporate borrowings, while disregarding the paramount issue: ongoing booms in repo, money fund, broker/dealer, and ROW holdings. Resulting extraordinary liquidity excesses are fueling late-cycle speculative melt-up dynamics in equities, corporate Credit, crypto and the like.
How far can this rally go? Should we be locking in some gains? That’s a paraphrase of questions I’ve been getting from clients recently. It does seem as if the stock market goes up every day and with all the ups and downs of the last few years, it is natural to wonder if we’re […]
Nvidia reported earnings last week and they were, to be sober about it, incredible. The question for anyone who owns the stock or is considering owning it, is not what did it do in the past but, rather, what might it do in the future.
“Terminal Phase Excess” dynamics create great analytical and policy dilemmas. It’s likely that the Fed will be viewed as having waited too long to begin easing policy.
