(1) Analysts following Financials have low expectations for 2020. (2) Financials stocks rallied last year. (3) JPM/Citi blow past Q4 estimates. (4) Trade deal may boost lending and open Chinese market. (5) Yield curve has reversed its inversion. (6) Q4 fixed-income trading surge will mean tougher comps in 2020. (7) CECL keeps accountants busy. (8) Rally means happy investors but pricey stocks. (9) China gets closer to introducing a digital yuan; Fed’s Brainard suggests more gradual change in US.
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