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Tag Archives: Citibank
Key Digit From Bank Earnings: Punk Loan Growth
Looks like our priors were correct. The tax cut is morphing into nothing more than a financial engineering game. The economics of corporations or the macro have not changed. Random thought: We hear much about how the corporate tax cut … Continue reading
Posted in Economics, Uncategorized
Tagged Bank Loan Growth, Banks, Citibank, JP Morgan, Tax Cut
11 Comments
The Shanghai Bounce
The Shanghai has put in its best two day performance since September ’09, rising 5.8 percent. After its post crash peak in August 2009, Chinese stocks have fallen almost 40 percent before hitting their lows last Friday. Expectations of monetary … Continue reading
Posted in Black Swan Watch, Equities, Global Stock Performance
Tagged A-Share, Chinese New Year, Citibank, S&P500, Shanghai
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