The Institutional Risk Analyst

Banks | Markets | Finance

Sep 212 min read

Recession? Consumer Lenders: AX, AXP, ALLY, Barclays, COF, SOFI, SYF

Axos continues to rebound after the bear raid by Hindenburg Research. AX ranked 18th in the WGA Bank Top Index in Q3 2024 vs 98th for SOFI

718 views

Jul 115 min read

Earnings Setup: Consumer Lenders | ALLY AXP AX BCS COF SOFI SYF

The first comment to make is that consumer defaults are rising across the board. The only question we need to consider is the rate of change

537 views

Mar 137 min read

Inside the WGA Bank Top 10 Index

So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks

622 views

Jun 9, 20236 min read

Profile: Synchrony Financial

What can SYF tell us about the bleeding edge of unsecured consumer credit?

666 views