I should have posted this one here rather than my gold stock...

I should have posted this one here rather than my gold stock because some people don't understand what's that meant.

QBE is set for a rebound as banking stocks are kept falling.

1. US major banks are charging more fees to transact general collateral finance due to falling assets price and increase costs for hedging contracts together with stricker lending policies that make companies looking for other funding sources like hedge funds, investment firms and others like QBE.

2. US banks could be the worse performing stocks due to the weakness of 10yr treasury yield. The reason behind is the over leveraged in treasury security holdings and mortgage backed security holdings.

3. There're issues with USTs because the US government can't rise rate futher then corporates junk bonds will surge higher due to a falling USD.

There's clear evidence the GCF is advancing over UST.

In US credit spread has been surging since July 2015 and Europe credit spread has been double up compared to January last year.
This is an indication of a deterioration on US dollar debt denominated companies but default rate in US is 4% vs 11% in 2009, Europe 0.7% vs 10.5% and UK 3.4% vs 14%.

The stronger demand for junk bonds will be a kick start for stocks especially in Commodities sector.

The higher rumours of Corporate Defaults will attract investors, oil for example, thus It'll create buying sprees in Commodity stocks.

QBE is heavily investing in stocks according to one of the poster so QBE is very attractive in both stable rate in the US and lower appreciation of the USD.