reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Shifting Exposure From Growth to Value Note: This is an abbreviated report (no detailed Sector comments or Russell grids). We will return to our normal report structure next week. While the market remains in consolidation/pullback mode and we are not out of the woods, it is possible that further downside is limited from here on the S&P 500. Since late-February, we have discussed important gap support from 2/22/24 at 4983-5050 on the S&P 500, and that as long as the S&P 500 is above 4983 that b...
C CITIGROUP INC.
SO SOUTHERN COMPANY
PH PARKER-HANNIFIN CORPORATION
NEE NEXTERA ENERGY INC.
CMC JPMORGAN CHASE & CO.
GS GOLDMAN SACHS GROUP INC.
FLS FLOWSERVE CORPORATION
ETR ENTERGY CORPORATION
ETN EATON CORP. PLC
DUK DUKE ENERGY CORPORATION
BMI BADGER METER INC.
AEP AMERICAN ELECTRIC POWER COMPANY INC.
XYL XYLEM INC.
ITT ITT INC.
SCHW CHARLES SCHWAB CORPORATION
IR INGERSOLL RAND INC.
TT TRANE TECHNOLOGIES PLC
JP Morgan Chase & Co: 1 director
A director at JP Morgan Chase & Co sold 178,222 shares at 184.178USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...
Moody's corrects the rating history on certain senior note issued by J...
Moody's Investors Service ("Moody's") has corrected the rating history of JPMorgan Chase Bank, N.A.'s senior note due August 7, 2022 (ISIN XS2038088527) to reflect that the rating for this note was withdrawn as of August 7, 2022. Due to an internal administrative error, the rating for this note was ...
- MarketLine Department
Virtus Investment Partners Inc - Strategy, SWOT and Corporate Finance ...
Summary Virtus Investment Partners Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Virtus Investment Partners Inc (Virtus) is an asset management and related solutions provider. Its asset management solutions contain mutual funds, closed-ended funds, variable ...
- Michael Driscoll
- Michael McTamney
U.S. Capital Markets 2Q23 Results: Elevated Trading Offsets Muted Inve...
This commentary reviews the 2Q23 results and outlook for U.S. capital markets banks. Key highlights include: • Consistent with recent quarters, strong trading results in Fixed Income and Equities offset weak investment banking revenue, which likely troughed in 2Q23. • Total net revenues were 15% higher than the pre-pandemic run rate and down only 10% compared to a very strong 2Q22. "Looking forward, the second half of the year remains unpredictable in our view, but we expect more normalized re...
C CITIGROUP INC.
CMC JPMORGAN CHASE & CO.
MSpE MORGAN STANLEY
MSTNL BANK OF AMERICA CORP. DEP. PFD. (REP. 1/1000TH INTEREST IN A SHARE OF 6.204% NON-CUM PFD SERIES D)
MSPRGCL BANK OF AMERICA DEP. SHS (REP. 1/1000TH INTEREST IN A SHARE OF NON-CUM PFD SERIES E)
MSPRI BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF NON-CUM PFD SERIES 5)
MWD BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF FLTG RATE NON-CUM PFD SERIES 4)
BACpD BANK OF AMERICA CORP GDR
BACpE CITIGROUP INC
BMLpL CITIGROUP INC PFD.
BMLpJ GOLDMAN SACHS GROUP INC
BACPRYCL GOLDMAN SACHS GROUP
CpJ GOLDMAN SACHS GROUP
C_pk INC.
C_ps THE
Moody's affirms JPMorgan Chase Bank, N.A.'s prime jumbo originator ass...
Moody's Investors Service ("Moody's") has affirmed JPMorgan Chase Bank, N.A.'s (Chase) prime jumbo residential mortgage originator assessment at Above Average. Chase's Home Lending operation is headquartered in Columbus, Ohio. Chase originates and purchases prime jumbo residential mortgage loans t...
- Michael Driscoll
- Rebecca Clarke
DBRS Morningstar: U.S. Stress Tests Showcase Banks' Capital Adequacy
This commentary reviews the results of the Federal Reserve’s U.S. stress test, which highlighted banks' capital adequacy despite severe hypothetical economic headwinds. Key highlights include: •All 23 banks cleared the Federal Reserve stress tests and many have announced plans for capital distributions, mainly in the form of dividend increases, with more expected to be announced with second-quarter earnings. •Banks remained sufficiently capitalized in the stress scenario and capital levels were...
MTB M&T BANK CORPORATION
STT STATE STREET CORPORATION
BK BANK OF NEW YORK MELLON CORPORATION
PNC PNC FINANCIAL SERVICES GROUP INC.
C CITIGROUP INC.
WFC WELLS FARGO & COMPANY
CMC JPMORGAN CHASE & CO.
COF CAPITAL ONE FINANCIAL CORPORATION
WFC.LG WELLS FARGO & CO.
MSpE MORGAN STANLEY
MSTNL STATE STREET CORP
MSPRGCL STATE STR ADR
MSPRI CITIZENS FINANCIAL GROUP
MWD INC.
STTpC BANK OF AMERICA CORP. DEP. PFD. (REP. 1/1000TH INTEREST IN A SHARE OF 6.204% NON-CUM PFD SERIES D)
STTpD BANK OF AMERICA DEP. SHS (REP. 1/1000TH INTEREST IN A SHARE OF NON-CUM PFD SERIES E)
STT-PE BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF NON-CUM PFD SERIES 5)
CIFI BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF FLTG RATE NON-CUM PFD SERIES 4)
4136Z BANK OF AMERICA CORP GDR
BACpD WELLS FARGO & CO
BACpE WELLS FARGO ADR
BMLpL WELLS FARGO CO PFD.
BMLpJ CITIGROUP INC
BACPRYCL CITIGROUP INC PFD.
WFCpN GOLDMAN SACHS GROUP INC
WFCpO GOLDMAN SACHS GROUP
WFCpP THE NORTHERN TRUST COMPANY
WFCpQ PNC FINANCIAL SERVICES GROUP INC PFD.
WEFAL GOLDMAN SACHS GROUP
WLRGP INC.
WFC-PX THE
- John Mackerey
- Michael Driscoll
DBRS Morningstar: Federal Reserve Stress Tests Again Highlight CRE Ris...
This commentary reviews the Federal Reserve's annual stress test with a primary focus on commercial real estate (CRE). Key highlights include: •Positively, all 23 banks in this year's iteration cleared the Federal Reserve stress tests and would all be able to continue to lend supporting the economy. •This year's stress test included heightened stress scenarios, especially around CRE. Next to credit cards, CRE had the highest loss levels of any asset class. •Preliminary stress capital buffers (S...
MTB M&T BANK CORPORATION
STT STATE STREET CORPORATION
BK BANK OF NEW YORK MELLON CORPORATION
PNC PNC FINANCIAL SERVICES GROUP INC.
USB CITIGROUP INC.
C WELLS FARGO & COMPANY
WFC NORTHERN TRUST CORPORATION
NTRS JPMORGAN CHASE & CO.
CMC CAPITAL ONE FINANCIAL CORPORATION
COF U.S. BANCORP
USB4311502 WELLS FARGO & CO.
USBpO TRUIST BANK
WFC.LG MORGAN STANLEY
BBT STATE STREET CORP
MSpE STATE STR ADR
MSTNL CITIZENS FINANCIAL GROUP
MSPRGCL INC.
MSPRI BANK OF AMERICA CORP. DEP. PFD. (REP. 1/1000TH INTEREST IN A SHARE OF 6.204% NON-CUM PFD SERIES D)
MWD BANK OF AMERICA DEP. SHS (REP. 1/1000TH INTEREST IN A SHARE OF NON-CUM PFD SERIES E)
STTpC BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF NON-CUM PFD SERIES 5)
STTpD BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF FLTG RATE NON-CUM PFD SERIES 4)
STT-PE BANK OF AMERICA CORP GDR
CIFI WELLS FARGO & CO
4136Z WELLS FARGO ADR
BACpD WELLS FARGO CO PFD.
BACpE CITIGROUP INC
BMLpL CITIGROUP INC PFD.
BMLpJ GOLDMAN SACHS GROUP INC
BACPRYCL GOLDMAN SACHS GROUP
WFCpN NORTHERN TRUST - PREF
WFCpO PNC FINANCIAL SERVICES GROUP INC PFD.
WFCpP US BANCORP
WFCpQ U.S. BANCORP PFD.
WEFAL BANK OF NEW YORK MELLON CORP
WLRGP TRUIST FINANCIAL CORPORATION
WFC-PX GOLDMAN SACHS GROUP
CpJ INC.
C_pk THE
Moody's affirms senior debt of JPMorgan Chase at A1, following acquisi...
Moody's Investors Service (Moody's) has affirmed all ratings of JPMorgan Chase and Co. (JPM) with a stable outlook, including senior debt at A1, following JPM's acquisition of the substantial majority of assets and the assumption of certain liabilities of First Republic Bank (First Republic). The ba...
- John Mackerey
- Michael Driscoll
JPMorgan Chase Acquires First Republic Bank Following its Failure; Exp...
This commentary reviews the acquisition of First Republic Bank by JPMorgan Chase after its collapse. Key highlights include: •We view this deal as modestly enhancing JPM’s franchise, as it further advances the Company’s wealth strategy in attractive locations and is complementary to its business banking operations. Furthermore, the transaction is expected to be modestly accretive to earnings. •Overall, we expect limited immediate fallout from this failure, as the market was well aware of th...
- Michael Driscoll
- Michael McTamney
U.S. Capital Markets 1Q23 Results: Tumultuous Markets Boost Trading, D...
This commentary reviews the 1Q23 results for U.S. capital markets banks Key highlights include: •Capital markets net revenues remained outsized in 1Q23 driven by another robust trading performance, particularly in Fixed Income, which mitigated continued weakness in Investment Banking. •Total net revenues were still more than 30% above the pre-pandemic run rate and down only 13% compared to an exceptional 1Q22. •We expect volatility in financial markets to continue, which would likely keep cl...
C CITIGROUP INC.
CMC JPMORGAN CHASE & CO.
MSpE MORGAN STANLEY
MSTNL BANK OF AMERICA CORP. DEP. PFD. (REP. 1/1000TH INTEREST IN A SHARE OF 6.204% NON-CUM PFD SERIES D)
MSPRGCL BANK OF AMERICA DEP. SHS (REP. 1/1000TH INTEREST IN A SHARE OF NON-CUM PFD SERIES E)
MSPRI BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF NON-CUM PFD SERIES 5)
MWD BANK OF AMERICA CORP. DEP. SHS (REP. 1/1200TH INTEREST OF A SHARE OF FLTG RATE NON-CUM PFD SERIES 4)
BACpD BANK OF AMERICA CORP GDR
BACpE CITIGROUP INC
BMLpL CITIGROUP INC PFD.
BMLpJ GOLDMAN SACHS GROUP INC
BACPRYCL GOLDMAN SACHS GROUP
CpJ GOLDMAN SACHS GROUP
C_pk INC.
C_ps THE
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