R. Christopher WhalenOct 26, 20224 minUpdate: Mr. Cooper (COOP)Despite the outlook for the industry, COOP continues to be one of the better performing names in our mortgage surveillance group.
R. Christopher WhalenOct 24, 20223 minAOCI: The Winter of Quantitative EasingLittle attention is being paid to the collateral damage being done by the FOMC to the debt capital markets
R. Christopher WhalenOct 17, 20227 minWill the FOMC Break the Financials?Will the market risk created by quantitative tightening (QT) tip over a large bank or nonbank financial firm?
R. Christopher WhalenOct 12, 20227 minUpdate: U.S. Bank vs. Bank OZK; Q3 2022 Earnings SetupHow will this above-peer performer from Little Rock do in a Fed-induced recession that rivals 2008 in terms of market losses?
R. Christopher WhalenOct 10, 20223 minWill the Fed Pivot or Pause?The increase in interest rates towards 5% for federal funds may turn out to be permanent for several years