Hints and tips:
...Here’s Citi’s Andrew Coombs et al. then: For the European banks, we see less risk of deposit flight and believe they have more liquid balance sheets....
...Credit spreads, eh. Andrew Garthwaite et al at Credit Suisse has had a fiddle about with the model portfolio, resulting in insurers getting a push....
...And, as lockdown measures are softened, the return of the likes of Gregg's, Starbucks et al to the UK FtG market will increase competition....
...Last week Credit Suisse, whose stock tumbled 38 per cent last year, reported that chief executive Tidjane Thiam had received total pay of SFr12.7m for 2018, up 30 per cent, as a return to profit triggered...
...The short form though, according to Credit Suisse, is that the “ECB is likely to retain a gradual, flexible stance....
...Andrew Garthwaite and team at Credit Suisse will not let their recent client tour get them down. No matter how bearish they get… Clients are close to being as bearish on equities as we can remember....
...And here is the lengthy background from Sweeney et al....
...That makes it Europe’s ninth largest bank by that measure — bigger than Credit Suisse, Deutsche Bank and Italy’s two largest banks....
...You’ve got to admire the audacity of Credit Suisse, Deutsche Bank, BofA Merrill Lynch and Citi: they’ve agreed to underwrite the £5.8bn Barclays rights issue, pitched at 185p on a 1-for-4 basis....
...Like other Europe-focused strategists, William Porter at Credit Suisse has had some fun scrolling through the IMF’s mea culpa on Greece....
...On the flip side, one study (Chen et al., 2011) concluded that the inflationary consequences of QE1 and QE2 were less than 50bps....
...Suisse said....
...In other words, your move Angela et al....
...Nevertheless, here’s what Credit Suisse surmise as the main weapons available to Bernanke et al: 1. rhetoric / altered policy language 2. bank reserve neutralization (reverse repos; term deposits) 3....
...Abrahamson et al find evidence that “strategic pricing” (implicit collusion) is as strong as ever in the US IPO market....
...Credit Suisse has joined the chorus of approval. In a research note this week, the investment bank reiterated its overweight recommendation on Egypt....
...The picture is much more subtle and insidious than the WSJ and Andrew Cuomo et al make out....
...Suisse....
...The rest – Peloton, Fannie, Freddie et al – is, for want of a better term, collateral damage....
...Take UBS’ current stock market capitalisation – $94bn – and then simply subtract the value of those other businesses; commercial banking, wealth management et al and suddenly…whap!...
...Those investors will be reminded of the same consideration that Morgan Stanley, Credit Suisse et al may have overlooked....
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