Posts Tagged ‘

capitalisation

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Bank of America divides analyst opinions

Posted by Tracy Alloway on Apr 08 16:45. Comment.

Richard Bove (of Rochdale Research, formerly of Ladeburg Thalmann), in the Wall Street Journal on Monday:

In restarting his coverage of Bank of America Corp. (BAC), he called the economy’s bottom. More…

The return of the IB capital call

Posted by Tracy Alloway on Apr 08 11:45. Comment.

Meredith Whitney and Mike Mayo are not the only analysts who see a quick end to investment banks’ first-quarter profitability.

Alastair Ryan of UBS has leapt onto the bear bank bandwagon this week — slapping neutral or sell ratings on every ‘market heavy’ European bank except SocGen. More…

How to solve a ‘balance sheet recession’

Posted by Izabella Kaminska on Jan 29 19:22. Comment.

Solving a “balance sheet recession” (eg. one started by deteriorating assets sitting on IB balance sheets), is all about slowing the deleveraging process. That at least is the view of  Morgan Stanley’s interest rate strategy team. More…