Company Reports

Barclays 2Q19: No-to-Low Growth in Sustainables

Barclays is ready to chug out revenues. But Brexit effects on the UK economic climate, spending/lending plus a global capital markets lull has delayed those ambitions. Back to cost cutting as a major business line. BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS BARCLAYS

Industry Reports

WFC 2Q19: Headless Horseman of Bkg, Lvgd Lns Unleashed

WFC can't seem to find a legit CEO and no one is really asking why? We think embedded & high credit risk in its Investor Loans and related off-balance sheet is the culprit. Too much shadow banking/leveraged lending exposure that could rock earnings downward. WFC WFC WFC WFC WFC WFC WFC WFC WFC WFC WFC WFC 

Topic/Theme Reports

Country Risk Chat: Dark Skies Ahead?

Currency war between the US and China. Negative rates for the US? European growth stalled by slow Germany and Brexit burdoned UK. And Italy's continual political and financial uncertainy. Might as well stay at the beach for another couple of weeks of peace of mind.