from Morning Bid with David Gaffen:

Margin Call, Gentlemen

April 12, 2016

The first big round of sector earnings comes with the banks, and there's not a lot of optimism going around when it comes to this part of the market. JP Morgan Chase & Co begins the run of financials results with results due out Wednesday, followed by Bank of America, Wells Fargo and Citigroup later in the week; big investment banks Morgan Stanley and Goldman Sachs are due to come early next week.

from Breakingviews:

Banks on Brexit: deeds count more than words

March 30, 2016

The author is a Reuters Breakingviews columnist.  The opinions expressed are his own.

from Breakingviews:

Foreign minnows resist opaque U.S. penalties

February 24, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

HSBC shares weighed down by fear of future

February 22, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

UK Faustian pact with banks has a grim logic

February 15, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

SocGen triumphalism rings hollow

February 11, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Deutsche has enough capital but not enough clarity

February 10, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Deutsche hybrids: from poster boy to problem child

February 9, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Credit Suisse chips away at bonus deferral fetish

February 8, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Financial Regulatory Forum:

COMMENTARY: Populist politics and bank reform: poor aim at an easy target – McCleskey

January 25, 2016

By Scott McCleskey for Thomson Reuters,

NEW YORK - Elections, like other forms of reality TV, provide moments of great entertainment but are often short of actual reality. It seems both parties this year need to have (at least) one candidate who captures airtime and ink with populist ideas unmoored from the practical world of getting things done. Democrats, not to be out-Trumped by Republicans, feature Bernie Sanders and his platform for Wall Street reform.