Earnings
Private credit in 2026 may be like subprime mortgages in 2008, but for banks, at least, the reality may be different this time around.
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Some financial companies are noticing the effects of the war on consumers; they're not concerned yet, but they are paying attention.
April 24 -
Cryptocurrencies and stablecoins — popular topics following the passage of the GENIUS Act — got less attention last week from big-bank CEOs.
April 20
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The topic of AI implementation came up on several big banks' first-quarter earnings calls. Morgan Stanley CEO Ted Pick said Wednesday that the firm views AI as a friend.
April 15 -
Both Chase and Wells Fargo had a 15% reduction quarter-to-quarter in mortgage originations, more than the industry forecast for a 6% drop-off, Keefe, Bruyette & Woods noted.
April 14 -
The CEO of America's largest bank said that private credit won't crash the banking system, but a credit cycle will be worse on the economy than people expect.
April 14 -
During the bank's first-quarter earnings call, Jane Fraser dismissed a recent report that Citi is entertaining the idea of buying a large U.S. regional bank.
April 14 -
Goldman Sachs' earnings were stellar, and the other major will likely also be strong; but the details beyond the bottom line that are worth paying attention to.
April 14 -
First-quarter earnings will provide insights into how the Iran war is affecting consumers and how AI is changing banks.
April 13 -
After the rapid rise of interest rates, election uncertainty and tariff policies stymied borrower demand, some banks' second-quarter results suggest that loan growth may be on its way back.
July 17
