September 6, 2010
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Published ResearchTitle of ReportSymbol
September 1, 2010"August 2010 Capital Markets Monthly"September 1, 2010 - August 2010 Capital Markets Monthly
September 1, 2010"Housing Double Dip"September 1, 2010 - Housing Double Dip
August 31, 2010"Coal In Stockings and Pink Slips for New Years"August 31, 2010 - Coal In Stockings and Pink Slips for New Years
August 27, 2010"Notes from Jackson Hole"August 27, 2010 - Notes from Jackson Hole
August 24, 2010"Payments Monthly August 2010"August 24, 2010 - Payments Monthly August 2010AXP, BAC, COF, C, DFS, JPM, MA, V
August 20, 2010"Mortgage Programs Update"August 20, 2010 - Mortgage Programs Update
August 16, 2010"Consumer Monthly August 2010"August 16, 2010 - Consumer Monthly August 2010
August 6, 2010"State and Local Job Cuts Will Make It Nearly Impossible to Bring Down Unemployment Over Next 12 Months"August 6, 2010 - State and Local Job Cuts Will Make It Nearly Impossible to Bring Down Unemployment Over Next 12 Months
July 16, 2010"Takeaways from Lunch with FASB Board Member Marc Siegel"July 16, 2010 - Takeaways from Lunch with FASB Board Member Marc Siegel
May 7, 2010"Takeaways from Chicago Fed Conference"May 7, 2010 - Takeaways from Chicago Fed Conference
May 5, 2010"After Friday’s Strong Job Numbers, 49 Reasons To Worry About Elevated Unemployment"May 5, 2010 - After Friday’s Strong Job Numbers, 49 Reasons To Worry About Elevated Unemployment
May 3, 2010"Has Credit Turned? FAS 166/167 Add to Credit and Earnings Uncertainty"May 3, 2010 - Has Credit Turned? FAS 166/167 Add to Credit and Earnings UncertaintyAXP, BAC, COF, C, JPM, WFC
April 12, 2010"The Hardest Question"April 12, 2010 - The Hardest QuestionBAC, C, JPM, WFC
March 11, 2010"Mortgage Market Hits Structural Pricing Problem"March 11, 2010 - Mortgage Market Hits Structural Pricing ProblemBAC, JPM, WFC
March 10, 2010"The Payments Industry A Story of Uninterrupted Growth"March 10, 2010 - The Payments Industry A Story of Uninterrupted GrowthAXP, COF, DFS, MA, V
March 3, 2010"Dancing Banks Risk Redux: A More Concentrated Look Down The Market Cap Curve"March 3, 2010 - Dancing Banks Risk Redux: A More Concentrated Look Down The Market Cap CurveBAC, COF, C, JPM, PNC, STI, USB, WFC
March 1, 2010"Why Loan Provisioning Will Remain High And Earnings Will Disappoint"March 1, 2010 - Why Loan Provisioning Will Remain High And Earnings Will DisappointBAC, COF, C, JPM, PNC, STI, USB, WFC
February 28, 2010"Dancing Banks Risk Not Hearing the Music Stop"February 28, 2010 - Dancing Banks Risk Not Hearing the Music StopBAC, COF, C, JPM, PNC, STI, USB, WFC
February 24, 2010"System on Track for Over 50% Reduction in Credit Lines"February 24, 2010 - System on Track for Over 50% Reduction in Credit Lines
January 28, 2010"The Jobs Spiral: A Regional Analysis"January 28, 2010 - The Jobs Spiral: A Regional Analysis
January 27, 2010"Our Investment Thesis, Even Before The Proposed Regulatory Hatchet"January 27, 2010 - Our Investment Thesis, Even Before The Proposed Regulatory Hatchet
January 21, 2010"Our Bet: This Goes Through And It Will Not Be Pretty For Banks Or Consumers"January 21, 2010 - Our Bet: This Goes Through And It Will Not Be Pretty For Banks Or Consumers
January 14, 2010"White House Drives A Chevy To The Levy That Isn't Dry...Yet: Government Proposes Fee On Financial Institutions"January 14, 2010 - White House Drives A Chevy To The Levy That Isn't Dry...Yet: Government Proposes Fee On Financial Institutions
January 7, 2010"The HAMP Hits The Fan: The Catalyst For A 2nd Drop in US Home Prices Is Near"January 7, 2010 - The HAMP Hits The Fan: The Catalyst For A 2nd Drop in US Home Prices Is Near
December 17, 2009"4Q09 Bank Earnings Will Be Last Messy Quarter......Until 2010"December 17, 2009 - 4Q09 Bank Earnings Will Be Last Messy Quarter......Until 2010BAC, C, JPM, WFC
December 1, 2009"Takeaways from a Conference on State Budgets"December 1, 2009 - Takeaways from a Conference on State Budgets
November 15, 2009"Try As It May, Even the Government Can't Push a String"November 15, 2009 - Try As It May, Even the Government Can't Push a String
November 15, 2009"Quantitative Teasing"November 15, 2009 - Quantitative Teasing
November 3, 2009"The Great Exit: The Biggest Market & Bank Risk Over the Next Four Months"November 3, 2009 - The Great Exit: The Biggest Market & Bank Risk Over the Next Four Months
November 3, 2009"Ain't Gonna Happen: The Fallacy Behind Normalized Earnings"November 3, 2009 - Ain't Gonna Happen: The Fallacy Behind Normalized Earnings
October 31, 2009"Peak Losses And Core Earnings Approaching, Not So Fast..."October 31, 2009 - Peak Losses And Core Earnings Approaching, Not So Fast...
October 14, 2009"Takeaways from Lunch With FASB Board Member Marc Siegel"October 14, 2009 - Takeaways from Lunch With FASB Board Member Marc Siegel
October 13, 2009"3rd Quarter Expectations: Revising Estimates"October 13, 2009 - 3rd Quarter Expectations: Revising EstimatesAXP, BAC, COF, C, DFS, GS, JPM, MS, WFC
October 9, 2009"HAMP Modifications Up 140% into 3Q09 Results"October 9, 2009 - HAMP Modifications Up 140% into 3Q09 Results
September 22, 2009"The Story of Have and Have Nots:"September 22, 2009 - The Story of Have and Have Nots:
September 20, 2009"Mortgage Modification Update"September 20, 2009 - Mortgage Modification Update
September 20, 2009"The Small Business Credit Squeeze"September 20, 2009 - The Small Business Credit Squeeze
August 19, 2009"Have Home Prices Bottomed?"August 19, 2009 - Have Home Prices Bottomed?
August 18, 2009"Summer of Our Discontent, Part II: YTD Bank Failures Track Our Expectations"August 18, 2009 - Summer of Our Discontent, Part II: YTD Bank Failures Track Our Expectations
August 18, 2009"Takeaways From Meeting With JPM CEO Jamie Dimon"August 18, 2009 - Takeaways From Meeting With JPM CEO Jamie DimonJPM
July 31, 2009"Takeaways From Lunch with Dr. Mark Greene, CEO of FICO"July 31, 2009 - Takeaways From Lunch with Dr. Mark Greene, CEO of FICO
July 28, 2009"The Big Wild Card: Loan Mod Update"July 28, 2009 - The Big Wild Card: Loan Mod Update
July 28, 2009"Takeaways From Lunch With FASB Board Member Marc Siegel"July 28, 2009 - Takeaways From Lunch With FASB Board Member Marc Siegel
July 6, 2009"Loan Modifications Positioning for Strong 2Q Optics"July 6, 2009 - Loan Modifications Positioning for Strong 2Q Optics
June 19, 2009"What Would You Do For 18 Billion Dollars? What to Expect From the Mortgage Banking Business"June 19, 2009 - What Would You Do For 18 Billion Dollars? What to Expect From the Mortgage Banking Business
June 3, 2009"Summer of Our Discontent: Outlook on Accelerating Bank Failures"June 3, 2009 - Summer of Our Discontent: Outlook on Accelerating Bank Failures
May 20, 2009"Prelude To An Acceleration in Bank Closures: Legislation Passed To Increase FDIC"May 20, 2009 - Prelude To An Acceleration in Bank Closures: Legislation Passed To Increase FDIC
May 7, 2009"The Anti-Transparent Transparency Test"May 7, 2009 - The Anti-Transparent Transparency Test
April 13, 2009"Ring of Fire: The Beat (Down) Goes On"April 13, 2009 - Ring of Fire: The Beat (Down) Goes On
April 5, 2009"The Agony of Incrementalism"April 5, 2009 - The Agony of Incrementalism
April 1, 2009"Prepare For The Great White Wash"April 1, 2009 - Prepare For The Great White Wash
March 9, 2009"Consumer Credit Shrinking Faster Than Our Estimates, Credit Card Line Reductions Are Greatest on Record"March 9, 2009 - Consumer Credit Shrinking Faster Than Our Estimates, Credit Card Line Reductions Are Greatest on RecordAXP, BAC, COF, C, DFS, JPM, WFC