A 'non-trivial' risk of a US debt default
It is said that 'the road to hell is paved with good intentions', and this potential political and banking policy accident is a great...
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- Mar 30
- 3 min
Regulators scurry to establish clarity over AT1 bonds
As the fall out from the Credit Suisse write down on AT1 continues, other regulators race to set out some clarity as to the treatment of...
49 views
- Mar 28
- 5 min
Time's up for small banks
The SVB collapse is just one of many signs that time is up for small banks. In the past fortnight we have enjoyed the spectacle of...
47 views
- Jan 17
- 1 min
Portfolio of research forecasts for 2023
Photo by Janko Ferlic One of the benefits of being an expert witness business in finance is that you get to read and consider a wide...
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- Nov 5, 2022
- 7 min
Multi-decade shift in paradigm?
The November 2 statement by the Federal Reserve was engaging, but we think the crowd missed the most important cue that could have...
92 views
- Nov 3, 2022
- 3 min
Cracks emerge in Eurozone mortgages
An interesting piece in the FT highlights the challenges in Spain. This ties into our views that the Eurozone is likely to be one of a...
11 views
- Nov 1, 2022
- 4 min
Storm clouds on the horizon for UK property?
Global property markets are under pressure. A year of rising interest rates, led by the US Federal Reserve, with other major central...
26 views
- Jul 27, 2021
- 2 min
Share buybacks, the raging bull and roosting chickens
Banking Expert thoughts on current climate of share buybacks and potential for wrong doing.
23 views
- Jul 22, 2021
- 3 min
Is the Bitcoin rush simply an illusion?
Millions of people have bought into the idea that crypto currencies can make them rich, but are these just fake booms that will...
87 views
- Jul 20, 2021
- 1 min
Leveraged loan sector one to watch for litigators
As this asset price bull cycle heads towards its inevitable peak, whether it is within six months or a couple of years, litigators should...
23 views
- Jul 20, 2021
- 1 min
Are equity investors positioning for inflation?
This chart below by @kgreifeld, is interesting, as it suggests companies with higher pricing power have been outperforming. Obviously,...
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