With markets showing high levels of volatility and the Federal Reserve discussing the possibility of raising rates several times this year, investors continue to be hyper-focused on where inflation will land over the next several months. Read more
In this analysis, we looked at asset quality trends for publicly traded banks around the world and Covid-19 pandemic’s impact on the industry, providing an overview of recent performance and a deep dive into future expectations. We found that non-performing loans (NPLs) are on the rise, and banks are building reserves to support the rising NPLs. In addition, we found that there is a wide variation by region in trends in bank asset quality due to government and central bank responses to Covid-19.
While the world reels from the social and economic shocks caused by the Covid-19 pandemic and the measures taken to mitigate its impact, the rebound in equity markets suggests that investors are already looking forward to a return to some semblance of normalcy.
But how does the market expect that recovery to play out?
Zillow analysts have widely different views on the company’s future profitability as they transform into a real estate iBuyer. The company is in the midst of an ambitious multi-year transition to “Zillow 2.0” that began in 2018 with Zillow Offers, a program allowing homeowners to sell directly to Zillow to be remodeled and resold. Many analysts are skeptical if the iBuyer model can achieve long-term profitability, and Zillow’s core business – Internet, Media & Technology (IMT) – is expected to offset on-going losses from the Home segment in the near-term. The company guided for breakeven consolidated adjusted EBITDA in 2020, but consensus estimates are projecting a small loss.
In this month’s newsletter, learn what our data says about the current “broker wars,” a tremendous Capital Group deal and more.
Note from the Communications Committee: We are looking for additional support in improving communication at Visible Alpha. This newsletter is a great step in the right direction, but there is more we can do with your help! Email [email protected] to learn how to get involved.
In this month’s newsletter, we celebrate a major company milestone, a great description of Visible Alpha from WorldQuant, and tips on managing Slack. Happy reading!
August brings some of the best bounty of the season — fresh tomatoes, ripe melon, sweet corn on the cob and zucchini. Try these recipes featuring this month’s crops to wrap up the summer:
Bizarre and Unique July Holidays
July 11: World Population Day | July 13: Embrace Your Geekness Day | July 14: Bastille Day | July 17: World Emoji Day
July 27: Bagpipe Appreciation Day | July 29: International Tiger Day | July 30: International Day of Friendship
With another record-breaking month in sales behind us, we’re for another one in June! Welcome to Visible Alpha’s monthly internal newsletter. In this edition, we highlight our first enterprise deal for Insights, an upcoming entitlements platform, and pose the question — is a banana a fruit or an herb?
In 2Q16, American Express and Costco ended their 16-year exclusive-card partnership. The loss was a significant blow to American Express, as Costco made up a significant portion of their billed business and their cards in force. The cut was expected to weigh on results for some time and potentially impact other cobranded partnerships as well.
