Short US commercial banking sector due to mortgage and consumer lending risk
The slope of the yield curve is still to low
US investment banking sector is different.
European Banks look attratively valued.
Border between banks and insurance is blurring.
Thursday, 21 June 2007
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- Securisation
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- Yield curve
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- Microsoft new competition
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- Little Change in Private Equity Financing
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- The four pillars supporting risky assets
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