Graseck opines Citigroup would benefit most from lighter Basel endgame rules, with its stock at 0.5x book value per share, enabling accretive stock buybacks. Bank of America's upgrade is mainly due to valuation, while Goldman Sachs is highly exposed to a capital markets rebound. BNY Mellon's commitment to positive operating leverage contrasts with peer trust banks, and Northern Trust faces near-term headwinds on net interest income, expenses, and a less compelling capital return story.
U.S. banking regulators on Tuesday unveiled plans to force regional banks to issue debt to protect depositors in the event of more failures. All American banks with at least $100 billion in assets would be subject to the new requirement, which makes them hold a layer of long-term debt to absorb losses in the event of a government seizure, according to a joint notice from the Treasury, Office of the Comptroller of the...
Global stakeholders gather in Switzerland for the World Economic Forum. Stock and bond markets will be closed on Monday for Martin Luther King Jr. Day. It will be a busy week of fourth-quarter earnings season once Wall Street reopens. Tuesday's highlights will be results from$高盛(GS.US)$,$摩根士丹利(MS.US)$, and$联合大陆航空(UAL.US)$, followed by$JB亨特运输服务(JBHT.US)$, and$安博(PLD.US)$on Wednes...
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SpyderCall :
Very good info as usual The data dump from chinese economic data releases on Tuesday night in US and Wednesday morning in China. It is some important economic data. It could cause some short-term price swings. If it causes a correction in chinese equities then Im buying that dip for sure. China is a little overbought anyway. If the data comes out dovish then its even better. Its more juice for the china reopening trade.
$北方信托(NTRS.US)$upgraded today by Goldman as a Buy. Where was Goldman when it was recently 101? Probably adding it to their portfolio before going public with a Buy recommendation. But what’s 20% to Goldman….
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RDK79楼主 :
Goldman brushes aside the growth versus value obsession and says focus on alpha -- companies that can innovate, disrupt, enable and adapt. As well, look for companies that can deliver high and stable margins, instead of those with higher-revenue and record-high valuations that were chased in the last cycle. Was hoping to see the punch line with a couple examples but I guess I’d have to pay Goldman for that info.
CraCra665 :
I go for the underdog. in most cases. I mean what I feel is right of course. I'm not goin to buy another couch when I have one. that being said ima spread it our but. I'm not gettin in when it's at a peak like that. just me tho.
Weekly market recap The stock market's winter selloff deepened last week, pushing all three major indexes further into the red for 2022. The S&P 500 and Dow Jones Industrial Average both fell a second straight week, while the Nasdaq Composite has been down the last three. Investors continued to sell bonds, pushing the yield on the benchmark 10-year U.S. Treasury note up for a fourth straight week, notching its biggest rise over that stretch sin...
北方信托股票讨论区
Regulators unveil plans to force regional banks to raise debt in case of failure
All American banks with at least $100 billion in assets would be subject to the new requirement, which makes them hold a layer of long-term debt to absorb losses in the event of a government seizure, according to a joint notice from the Treasury, Office of the Comptroller of the...
专栏US Top Gap Ups and Downs on 7/19: T, VMW, ASX, OMC and More
Gap Ups
1. $Frontier Communications(FYBR.US)$ - up 5.5%
2. $Vmware(VMW.US)$ - up 3.8%
3. $北方信托(NTRS.US)$ - up 3.3%
4. $Elevance Health(ELV.US)$ - up 2.9%
5. $以色列化学(ICL.US)$ - up 2.8%
6. $AT&T(T.US)$ - up 2.0%
7. $Molina Healthcare(MOH.US)$ - up 1.9%
8. $康西哥(CNC.US)$ - up 1.8%
9. $NatWest(NWG.US)$ - up 1.5%...
专栏美股收盘 美联储利率路径仍有悬念,美股尾盘转跌;西太平洋合众银行盘后股价腰斩
5月3日周三,在等待美联储决策和未来利率路径信号时,美股高开低走,昨日跌超2%的罗素小盘股涨超1%领跑,盘初标普500指数最高涨0.4%,纳指最高涨0.6%。午盘前道指与标普转跌,道指最深跌超86点或跌0.3%,随后道指和标普大盘再度转涨。
FOMC决议公布后,美股一度涨幅扩大,道指涨超百点。鲍威尔记者会之初道指和标普短暂转跌,但尾盘时美股无法维持涨势,最终收盘齐跌且收于日低,主要指数连跌三日,仅罗素小盘股收涨。标普失守4100点,与纳指和纳指100均抹去上周三以来近半涨幅。道指接近抹去一周涨幅:
$标普500指数(.SPX.US)$ 收跌28.83点,跌幅0.70%,报4090.75点。 $道琼斯指数(.DJI.US)$ 收跌270.29点,跌幅0.80%,报33414.24点。 $纳斯达克综合指数(.IXIC.US)$ 收跌55.18点,跌幅0.46%,报12025...
专栏US Top Gap Ups and Downs on 4/17: XPEV, LI, HTHT, TCOM and More
Gap Ups
1. $小鹏汽车(XPEV.US)$ - up 7.2%
2. $理想汽车(LI.US)$ - up 2.3%
3. $华住(HTHT.US)$ - up 1.9%
4. $携程网(TCOM.US)$ - up 1.7%
5. $Genmab(GMAB.US)$ - up 1.3%
6. $德康医疗(DXCM.US)$ - up 1.1%
7. $泰克资源有限公司(TECK.US)$ - up 0.9%
8. $Samsara(IOT.US)$ - up 0.8%
9. $蔚来(NIO.US)$ - up 0.6...
专栏What to Expect in the Week Ahead (NFLX, GS Results; Retail Sales; World Economic Forum)
Tuesday's highlights will be results from $高盛(GS.US)$, $摩根士丹利(MS.US)$, and $联合大陆航空(UAL.US)$, followed by $JB亨特运输服务(JBHT.US)$, and $安博(PLD.US)$ on Wednes...
专栏Top upgrades and downgrades on 3/30
• $Beacon Roofing Supply(BECN.US)$: JPMorgan Upgrades to Neutral from Underweight - PT $68
• $HF Sinclair(DINO.US)$ : Goldman Sachs Upgrades to Neutral from Sell - PT $43 (from $32)
• $Freshpet(FRPT.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $136
• $HealthEquity(HQY.US)$ : BTIG Upgrades to Buy from Neutral - PT $85
• $美国豪斯特酒店(HST.US)$ : Jefferies Upgrades to Buy from Hold - PT $25 (from $20)
• $马斯科(MAS.US)$ : JPMorgan...
专栏What to expect in the week ahead (GS, BAC, NFLX, PG)
The stock market's winter selloff deepened last week, pushing all three major indexes further into the red for 2022.
The S&P 500 and Dow Jones Industrial Average both fell a second straight week, while the Nasdaq Composite has been down the last three. Investors continued to sell bonds, pushing the yield on the benchmark 10-year U.S. Treasury note up for a fourth straight week, notching its biggest rise over that stretch sin...
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