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’Credit profiles up and down
Here’s a breakdown from a recent Moody’s report showing which corporate sectors have improved balance sheets since the end of the last recession:
The report is titled The Great Credit Shift, and it explains how some sectors have solidified their credit profiles…
Are US banks turning Japanese?
An important question given struggling financial stocks, a stalling US economy, US public sector cuts and concerns over the impotence of QE3. Take your pick, really.
Fortunately it was also a question tackled Friday morning in a special conference call hosted by Nomura’s US banking analyst Brian Foran,
Koo and Gross on what Bernanke will do next
Apologies for the public school levels of surname chicanery in the title but a couple of big hitters have weighed in before the Fed Chairman’s special appearance on US Markets Live on Wednesday.
Richard Koo, chief economist at Nomura Research Institute and analyst-in-chief of “balance sheet recessions”,
Guess the year: 2007 vs 2011 edition
JP Morgan’s corporate finance advisory group plays a guessing game in its new report about the eventual demise of our cheap capital environment (hat tip to the FT’s Helen Thomas):
You can click through to the report to see the answers,
Corporate balance sheets: when will the real spending begin?
A quick rewind is necessary to put this post in context.
We wrote repeatedly last year about the problem of non-financial companies hoarding their cash rather than spending it, and attributed the trend to a few different factors:
Balance sheet optimisation BOOM
All hail Standard Chartered’s new synthetic Collateralised Loan Obligation:
2 December 2010, Singapore – Standard Chartered Bank has completed its sixth Collateralised Loan Obligation (CLO), START VI CLO,
A balance sheet comparison
We’ve become used to seeing charts of the Fed’s expanded balance sheet over the course of the crisis, but here’s a useful comparison of the balance sheets of all four of the world’s major central banks,