(1) Economic data getting downright ugly. (2) Consumers buying food and toilet paper, not much else. (3) Banks boosting loan-loss reserves, anticipating defaults. (4) JPM warns Q2 could be worse than Q1. (5) BofA says loan deferral requests may have peaked a week or two ago. (6) For banks, lower interest rates offset the benefit of more commercial loans. (7) Bank stocks already reflect lots of bad news. (8) Diversified Banks’ P/Es climb as earnings fall. (9) A look at how China reopened its economy. Is it relevant to US?
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →