Weekly Report: what happened at DPST last week (0408-0412)?

Big Banks Turn Inflationary Lemons Into Lemonade

Big banks benefit from higher interest rates. Big lenders have primed investors for that boost to fade. JPMorgan, Wells Fargo and Citigroup to report first-quarter earnings on Friday. Smaller rivals will struggle to turn inflationary lemons into lemonade. Bank valuations have sagged under impending new bank rules.

The Federal Reserve Must Choose Its Interest Rate Strategy

Desmond Lachman says the Federal Reserve must choose its interest rate strategy. He says the Fed will have to keep interest rates high to meet its inflation target or cut interest rates to stabilize the financial system. The Fed’s predicament stems from keeping monetary policy too loose for too long, he says. The Federal Reserve has helped fuel a commercial real estate bubble and a bubble.

Are The Stars Finally Aligned For U.S. Financial Stocks?

After a series of banking failures in early 2023, financial stocks are showing signs of life again. Financial stocks rallied in the last five months, signaling growing investor confidence that a wider systemic meltdown has been averted. First-quarter trends suggest that market returns may be poised to broaden - good news for financials.

Weekly Report: what happened at DPST last week (0401-0405)?

U.S. Bank Earnings Preview: What To Watch

The Stock Market Is Partying Like It Is 2008

Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.

Weekly Report: what happened at DPST last week (0325-0329)?

Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull: Corporate Profits By Major Industry

Home Market Outlook Economy Analysis Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull. Corporate pre-tax profits in all non-financial domestic industries combined jumped by 5.6% in Q4 from Q3. The spike in profitability in inflationary times is a sign that companies hiked prices much faster than their costs.

What Shifting Expectations About The Fed's Next Move Could Mean For Markets

Home Investing Strategy Portfolio Strategy What Shifting Expectations About The Fed's Next Move Could Mean For Markets. Anna Castro, Managing Director and Head of Retail Asset Allocation at TD Asset Management says what's important isn't the timing of a rate cut, but whether you remain invested. Inflation, interest rates and the markets.

Weekly Report: what happened at DPST last week (0318-0322)?

Weekly Report: what happened at DPST last week (0311-0315)?

Weekly Report: what happened at DPST last week (0304-0308)?

A Year On, SVB's Killer Is Still At Large

A year on, investors are still worried about banks. The killer - a disjointed system that is supposed to oversee, save or wind up U.S. Banks - is still at large. Silicon Valley Bank's collapse triggered a period of high anxiety. One lesson was that regulators taxed with keeping banks safe dropped the ball.

One Year After The Banking Crisis, How Are Regional Banks Faring?

Small Caps Are Due To Move Violently To The Upside

Weekly Report: what happened at DPST last week (0226-0301)?

Weekly Report: what happened at DPST last week (0219-0223)?

Weekly Report: what happened at DPST last week (0212-0216)?

Will NYCB Lead To Another Regional Bank Crisis?