US Banks Archives - Active Banking Fund

Stock market overview for 2017 and outlook

by Charis | Jan 12, 2018 | European Banks, General, US Banks

The US stock market continued to rally in the last 3 months of 2017, fuelled by ongoing optimism about the US economy and by US corporate tax cuts becoming effective as from January 2018. The S&P 500 index rallied by 19% in 2017 but it should be noted that...

Stock market overview for summer period

by Charis | Sep 7, 2017 | European Banks, General, US Banks

There was not much happening in stock markets during the three summer months, however, against expectations, the US stock market outperformed European stock markets during this period. US stocks reached new all time highs in early August, mainly driven by the US...

Trump’s proposed US tax cuts – A brief analysis

by Charis | Apr 27, 2017 | General, Macroeconomics-Politics, US Banks

In line with Donald Trump’s pre-election promises to slash US tax rates, the Trump administration came up yesterday with proposals to: Lower individual income tax rates by reducing the number of tax brackets from 7 to 3 for individuals, to be set at 10%, 25% and...

The Trump rally is starting to fade

by Charis | Apr 11, 2017 | General, US Banks

As already discussed in our previous blog postings earlier this year, the US stock market had rallied too much too soon on the back of promises from the new Trump administration regarding tax cuts, higher fiscal spending and deregulation. The new government’s...

US banks valuations now fully discounting Trump’s policy promises

by Charis | Mar 3, 2017 | General, US Banks

US banks valuations now fully discounting Trump’s policy promises Six weeks after Donald Trump’s inauguration, US banks valuations are looking stretched following the post-election rally. Based on our analysis of the potential impact of higher interest rates,...

Donald Trump’s volatile first two weeks in office

by Charis | Feb 3, 2017 | General, Macroeconomics-Politics, US Banks

Donald Trump’s volatile first two weeks in office We did not post any US updates for quite some time as we waited for Donald Trump’s inauguration and the first indications of his decision making process and his new economic policies. And so far we have received...

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Stock market overview for 2017 and outlook

Stock market overview for summer period

Trump’s proposed US tax cuts – A brief analysis

The Trump rally is starting to fade

US banks valuations now fully discounting Trump’s policy promises

Donald Trump’s volatile first two weeks in office

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