US banks

The question of falling interest rates and a potential flow onto margins has been in focus this US earnings season.

We've consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...

As earnings season kicked off this week, the US banks were in the spotlight amid what is likely to be the worst quarter of economic activity in modern history. This...

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...

Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the...