While the past two years were all about getting the house back in order, the UBS equity strategy team thinks 2014 is all about earnings growth. That should be sweet music to…
ThinkstockThe UBS proprietary institutional flow data indicates that hedge funds are increasing exposure to financials and decreasing exposure to health care. Given that health care has outperformed significantly year to date, hedge…
Courtesy Procter & GambleThe New England Patriots have become “America’s Team,” a position that belonged to the Dallas Cowboys for years. Patriots games are among the greatest shows on earth, with quarterback Tom…
ThinkstockTaking a page out of the U.S. handbook on how to package loans so that no one can understand them, Chinese officials are considering expanding a pilot program that allows the country’s…
Paul Ausick ThinkstockBankers are still not very well thought of after the financial meltdown, even if they might not have ben that well thought of before the meltdown. Still, at some point the public…
ThinkstockCitigroup Inc. (NYSE: C) reported earnings for the third quarter that just missed expectations on the bottom line and missed handily on revenues on the surface. The money center bank posted $1.02 in…
Jon C. Ogg ThinkstockThe Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve’s Board of Governors Thursday morning released the public portions of the so-called annual resolution plans for 11 of the country’s largest banks. The…
ThinkstockAfter the market implosion of 2007 and 2008, the major U.S. banks were all reeling from the same disease. The housing bust and the slew of horrible mortgage backed securities deals that…
Often the leading Wall Street firms put out their lists of top stocks to buy or highest conviction lists near the end of the year or right at the beginning of the…
Now that volatility is back in stocks and now that a government shutdown is taking hold, investors and traders alike have to be wondering whether they should be buying stocks. It turns…
ThinkstockBetween the sharp back-up in long-term rates that will penalize mortgage and trading results, and the ongoing political bloodlust that reflects itself in fines and litigation accruals, the banking analysts at Oppenheimer…
ThinkstockSterne Agee has issued a different take on its weekly coverage of bank stocks and is issuing its new list of top picks as banking stocks to buy. While the favorites are…
The equity strategy team and the market analysts at Deutsche Bank are starting to feel pretty comfortable that the rest of this year and beyond could really start to show some positive…
ThinkstockWhile the talking heads in the financial media argue back and forth about economic strategy on interest rates, there are two inescapable facts. First, interest rates had been at all-time lows for…
ThinkstockThe sharp rise in mortgage interest rates over the past six months are going to do some serious damage to the nation’s largest mortgage lenders. Just last week, Wells Fargo & Co.…
