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 Morning Bid with David Gaffen:

Worth It

April 11, 2016

The beginning of earnings season this week brings the usual hopes for best-case scenarios, particularly as the outlook has deteriorated notably since the beginning of the year, when it was still thought that the weakness would be mostly confined to the impaired energy sector.

from Breakingviews:

China web finance craze sows confusion and risk

February 19, 2016

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

from Breakingviews:

Chinese banks start new year with old bad habits

February 16, 2016

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

from Breakingviews:

HSBC’s choice for status quo risks pleasing nobody

February 15, 2016

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

from Breakingviews:

FX fines are wake-up call on self-policing

November 12, 2014

By Dominic Elliott 

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

from Global Investing:

Banks lead the equity sector flows

September 23, 2013

Banks and financials stocks have had a pretty good year. The Thomson Reuters Global Financials index is up by more than 20% in the last 12 months, and although the detritus of the financial crisis still offers the occasional sting, investors are starting to see brighter spots for the industry.

from Global Investing:

It’s all adding up – emerging markets to drive global spending

May 3, 2013

The world's leading ad agencies are positioning themselves  in Brazil, Russia and China -- countries that are expected to provide almost a third of the growth in global advertising over the next three years. That's according to a report by S&P Capital IQ Equity Research, a unit of publishing giant McGraw Hill.

from Unstructured Finance:

Hedge funds stockpiled Citi, axed Apple in Q4

March 12, 2013

More research was published today showing that the honeymoon is over for American hedge fund managers and technology giant Apple. The iPhone maker was one of the top two most sold stocks by hedge funds in the fourth quarter, according to an analysis of regulatory filings by Bank of America. (The other stock was  Tyco International).

from Unstructured Finance:

The new Goldman way: Less cushy compensation?

September 19, 2012

By Lauren Tara LaCapra

On a conference call to discuss Goldman Sachs' new chief financial officer yesterday, an analyst asked departing CFO David Viniar why he was leaving when the stock is at a historic low.