Bank earnings season kicks off this week, but not all investors will be focusing on the same details. Here’s what Deutsche Bank analyst Matt O’Conner’s says investors in each of these top banks should be watching for.
The world will begin to wean itself off its reliance on oil starting in about 20 more years. According to Bernstein analyst Neil Beveridge, the world will hit peak oil in 2035.
Alcoa Inc AA kicked off Q1 earnings season on Monday with some mixed results, but Goldman Sachs sees far-reaching implications for Aerospace & Defense stocks.
Under Armour UA 0.97% has problems, but its Taiwan suppliers will likely not be impacted as much as the market seems to think.
U.S. investors in Chinese ADR’s could be getting forced to accept low-ball buyout offers. According to a new report by Heng Ren Partners analyst Peter Halesworth, Chinese companies are squeezing out American investors by systematically buying out U.S shares at severely depressed premiums.
Oppenheimer believes investors should be long U.S. large cap stocks, but come choices are much better than others.
An image included in a new Keefe, Bruyette & Woods report shows just how much the Financial Crisis and its regulatory aftermath has impacted the largest U.S. financial institutions. The image below demonstrates the 20 largest U.S. financial institutions in 2006 compared to the 20 largest in 2015.
Virtually the entire derivatives market is betting that the S&P 500 won’t be headed much higher in coming months. According to Credit Suisse analyst Mandy Xu, the recent spike in the Credit Suisse Fear Barometer (CSFB) was driven almost entirely lower call demand and is one of the key market themes this week.
Q1 numbers for leading U.S. airlines came in on the low end of the expected range, but the results may end up having an unexpected impact on airline stocks. According to JPMorgan analyst Jamie Baker, the weak results were not bad enough to justify the recent selloff in airline stocks.
While the public discussion over whether or not to break up “Too Big To Fail” U.S. banks typically focuses on the size of the banks, Keefe, Bruyette & Woods argues that the market should decide which banks get broken up and which banks should stand on their own.