The Institutional Risk Analyst

Industry results in 2024 were reasonably good, but the banking industry is still 200 bp below 2019 levels of asset and equity returns

GS had not appeared in the top 25 since we began the indices a year ago, while MS had made it three times.

WGA notes that bank stock prices have soared in the second half of 2024, with the WGA Bank Top 10 Index up 40% year-to-date in 2024.

Not all banks or companies are the same and not all follow the herd.

The US banking industry has seen now two consecutive down quarters for net income caused by the Fed’s massive open market operations

We expect to see reasonably strong earnings for commercial lenders in Q3 2022 as loan yields slowly rise...

By the end of August, the bugs are gone but the fish are still biting, making for a perfect way to end the summer.

Collateralized lending in the US was essentially impossible outside of banks from 1925 through the mid-1970s...