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Sector: Financials
State Chartered Banks: What Lurks in the Shadows?
Research, Fundamental
We think there will be no shortage of headline risks for the U.S. banking industry...
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Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low
Research, Policy
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
Read moreFirst Republic: A Few Thoughts Following its Failure
Research, Fundamental
FRC’s failure marks the second largest banking failure...
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Crypto Crackdown Continues, Congress to Remain on the Sidelines
Research, Policy
The SEC brought charges against Bittrex...
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Bank Failure Hearings: Regulators Improve Messaging, Outline Plans
Research, Policy
Congress nowhere near consensus on lifting $250K deposit insurance cap...
Read moreCoinbase Global, Inc. (COIN) Quick Take on SEC Wells Notice
Research, Legal
Coinbase received a Wells Notice from SEC staff...
Read moreU.S. Banks: All Eyes on Fed Bank Supervision
Research, Fundamental
Banks face many headwinds in the eyes of investors and policymakers...
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2023 REIT Outlook: Strong Fundamentals Lead the Way
Research, Fundamental
Strong fundamentals will help REITs remain resilient in the face of economic headwinds...
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Equity Market Structure Reform – Process and Hurdles
Research, Policy
SEC proposed equity market structure reforms would have big implications for brokers...
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Durbin Amendment 2.0: Credit Routing Competition, Senate NDAA Effort
Research, Policy
Odds remain low that credit card routing competition language included in NDAA...
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