Monthly Archives: August 2012

Recovery in Earnings Comes in Advance of Stock Prices

The U.S. banks recently reported another excellent quarter of earnings, with the recovery in earnings continuing to substantially outpace the recovery in bank stock prices. Although lower than Q1-12’s earnings of $28 bln (owing primarily to a $2.3 bln Q/Q decline in trading), Q2 earnings for the publicly traded banks were still a very meaningful $26 bln. This exceeds earnings levels achieved by the banks before entering the downturn (i.e., ~$25 bln/quarter). Read More»

Policy Makers vs. Markets (Again)

The market continued to move easily between “risk-on” and “risk-off” in July. Last month felt a lot like the past several months, i.e., it was characterized by weak economic data in the U.S. and continued evidence of a recession in Europe. As has been the case for much of the past two years, the European debt crisis continued to be the biggest driver of market volatility, particularly in the financials, with rising Spanish bond yields being the market’s primary concern. Read More»

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