This conference call transcript reviews our views on the new President-elect Trump's impacts to Global Banks. Still hate the Eurobank sector, but some buying in Spanish banks, Barclays, UBS.
Trump administration-elect is filling positions and this leads to divisiveness and demonstrations. We review the 'politics and poker' impacts worldwide.
Viola Risk held a well attended conference call on President-elect Trump's impacts to the big Euro & US banks. Orderly Liquidation, Volcker Rule, Retained Interests, the turnaround of the GSEs & resi- mortgage/MBS business were covered. We explore whether this will "Make America Great Again"
First thoughts on the Trump Era. Macro impacts and market reviews. Conference call tomorrow @ 10:30am NYC time on impacts to Global Systemic Banks.
David Hendler provides color commentary on the President-elect's impact to Global & European Banks. Are we reverting to Glass-Steagall days and obliterating Dodd-Frank under Trump? Are the elephant Big Banks under Sen. Warren's gun-sights as Hillary makes her "Deer Hunter-in-Chief"?
In front of the US election hysteria or histerical reality TV-like revelations, we offer our views on the macro factors and Country Risk challenges of the next Presidential Administration. Risk & Volatility are the only certains in an uncertain world.
Viola Risk Advisors collaborates with New Constructs for its rigourous DCF analysis of stockval, similar to bond analysis. We share its CEO's views on how the Fed has mismanaged interest rates policy and what to do about it.
In our efforts to reach the fixed income investor base, Viola Risk Advisors participated in FIASI's Fall 2016 kick-off panel event celebrating the Society's 40th Anniversay. The topic was the rise of the Indie research providers as the traditional sell-side retreats.
Markets in September should be more volatile and the kick-off should be by Fed Chair Yellen & teams rates pronouncement this PM. We survey various pundits on the economic landscape & offer our own view.
Country risk still rocked on even though the stock market took a snooze rollicking in the summer hideaways. Still, volatility should rear its ugly head as we head into the Fall 2016 with US presidential elections and Fed policy about to inflect.