US banks

Latest news and analysis on US banks

Reporting Season

Is this the US Big Banks' peak earnings moment?

The question of falling interest rates and a potential flow onto margins has been in focus this US earnings season.
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Hans Lee
Livewire Markets
Macro

Central banks hike - until they break things

We've consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...
Christopher Joye
Coolabah Capital
Equities

US Banks Showcase Resilience - Part 2

As earnings season kicked off this week, the US banks were in the spotlight amid what is likely to be the worst quarter of economic activity in modern history. This...
Michael Smith
Michael Smith
Kauri Asset Management
Equities

US Banks in Focus as Earnings Season Kicks Off

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...
Michael Smith
Michael Smith
Kauri Asset Management
Expert Insights

Is the US-market due for another rally?

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...
Livewire Exclusive
Livewire Markets

Paul Moore on catching the banking wave

PM Capital
PM Capital

2016: Not such a bad start

Nathan Bell
Nathan Bell
Investsmart
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