R. Christopher WhalenJan 14, 20214 minInterest Rates, Spreads & Reserve Bank PresidentsWhenever interest rates rise, the amen chorus on Wall Street starts to warble about the benefits to banks.
R. Christopher WhalenJan 10, 20218 minUpdate: Square as a BankThe evolution of fintech companies into regulated banks has implications for public market valuations...
R. Christopher WhalenJan 7, 20215 minDon't Assume Dollar Market StabilityThe assumption of a stable financial and economic transition in the US during 2021 is perhaps the greatest risk facing the global markets.
R. Christopher WhalenJan 4, 202110 minProfile: Bank of AmericaWe think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...
R. Christopher WhalenDec 28, 20208 minOutlook 2021: Financials & Credit MarketsNew issue volumes in all of the major securities asset classes other than Treasury debt are trending lower as 2021 begins....