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We discuss the latest developments in the fixed income markets, the start of the third-quarter earnings season, and the state of the economic recovery. Topics covered include: Regulatory restrictions on banks paying dividends and buying back shares What overcapitalization in the banking sector means for the stock market The economic recovery and stimulus updates Short- and long-term expectations for the S&P 500
Loan Loss Reserves and Economic Areas to Watch
We discuss the latest developments in the fixed income markets, the start of the third-quarter earnings season, and the state of the economic recovery. Topics covered include: Regulatory restrictions on banks paying dividends and buying back shares What overcapitalization in the banking sector means for the stock market The economic recovery and stimulus updates Short- and long-term expectations for the S&P 500
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