Non-US financials Loading... : Investor Sentiment and Bull/Bear Views
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20:35
Jan 07
Jan 07
Non-US financials attractive across regions
Financials outside the US are very interesting: EM banks have monetary/fiscal orthodoxy, high real rates and preemptive tightening now shifting to rate cuts, which should drive a new credit cycle and loan growth; European financials benefit from yield-curve steepening and increased M&A/loan growth; Japanese financials benefit from yield-curve steepening.
HIGH
About Non-US financials Investor Commentary
Across the available history and selected sources, Buzzberg tracks Non-US financials across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jitania Kandhari.