from Viewsroom:

Viewsroom: Airing Trump TV

October 20, 2016

The presidential candidate's poor showing is hurting his businesses, but a news network could pay off if he loses the election. Saudi Arabia's monster bond deal can't mask bigger problems. And bank earnings take in the Wells Fargo effect while Netflix investors lose the plot.

RBS’s Russian goof sets tone for UK state meddling

October 18, 2016

The UK lender is reviewing a decision to stop banking a supplier of Russian broadcaster RT. It could just be a business matter, but RBS’s 73 pct state holding makes it seem political. If a post-EU Britain is heading for more use of subsidies, such confusion will recur.

Cox: Amsterdam has first-world financial dilemma

By Rob Cox
October 13, 2016

The city that invented the stock exchange and multinational may be Europe's ideal post-Brexit banking hub. Beyond fears about traders' Ferraris clogging bike lanes, however, Amsterdammers will need to overcome a bonus cap. This is where populism may win out over Dutch pragmatism.

Deutsche gets cautious vote of creditor confidence

October 12, 2016

The German bank is issuing expensive debt. That shows it can access markets, despite a feared $14 billion U.S. fine. It's less powerful a signal than buying it back, as Deutsche Bank did in February, but at least shows investors don't fear losses that could eat into senior debt.

Deutsche blue-chip rescue has method and madness

October 10, 2016

The idea that German companies might put capital into the country's biggest domestic lender sounds like poor financial sense. Yet as a way to avoid a politically toxic taxpayer bailout of Deutsche Bank, and protect corporates' interests, it has a certain logic.

from Viewsroom:

Viewsroom: Twitter’s takeover meltdown

October 7, 2016

The social network's stalled user and revenue growth is sending shareholders of Salesforce and other potential bidders running for cover. Meanwhile, Yahoo's email scans for U.S. authorities have rattled buyer Verizon. Plus: Is John Stumpf's time as Wells Fargo CEO nearing an end?

Cox: Old Wells Fargo rot could stop at John Stumpf

By Rob Cox
October 5, 2016

The U.S. mega-bank's aggressive cross-selling culture traces back to its Norwest era, as does the stubbornness projected to Congress by its CEO. Given his age and poor response, Stumpf's era is endangered. Wells Fargo's board may have to alter and accelerate a succession plan.

Britain starts Brexit; now so might banks

October 3, 2016

The UK's two-year process to leave the European Union will kick off by the end of March. Financial groups wondering whether to move operations now have the same uncertainty as before, only with a hard 2019 deadline. That could prompt the start of the big relocation.

Deutsche Bank has credible shock absorbers

September 30, 2016

The German lender's shares are falling on fears hedge funds are withdrawing cash. No bank would emerge unscathed if customers really turned tail. But Deutsche's relatively strong funding, and a battery of central bank support facilities, suggest liquidity isn't its main headache.

India’s lenders deserve to be rich global outliers

September 27, 2016

Lenders like HDFC are among the world's priciest, trading on price-to-book ratios up to 7 times higher than Citigroup or BNP Paribas. They are well-capitalised, earn high returns, and are growing fast. The secret is lending to people, not companies. Headwinds look limited too.