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Daily Archives: 13th January 2019

13th January 2019

Now comes the hard part | Bank Capital Insights

Will forthcoming bank earnings help or hinder risk sentiment? Last week was a good one for risk assets especially in bank capital (and within that AT1) driven by dovish Fed speak, trade war resolution optimism and no new “unknowns” to rattle investors.  Add to that the lack of supply in high yielding paper in bank […]
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13th January 2019

It’s been all too easy

Water set to get a little murkier… The markets have broadly looked on the bright side in this opening week of the year, against most investors’ (and our) original expectations. Macro weakness has largely been ignored as we choose instead to focus on rate policy and get caught up on whether the Fed is done […]
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