JPM - Exceptional Core Income Strength, ALM Is Excellent, HFD for US Banks Supports Outlook
JPM shows some of the best rise of quarterly net interest income in US banking, and we believe this is very much due strong ALM, which is core to...
251 Views
US Banks - Weekly Loans Surge at Large Banks, With -Ve YoY Growth CRE, Jumbo Deposits Down
Weekly HFD data for large US banks is highly positive: loans accelerating, not CRE loans, with less growth in high cost jumbo deposits, and also...
437 Views
US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
Now USD17.9tr in deposits, up from our recent note. (This is latest HFD data for all US banks). This is relevant to market concerns with possibly...
1.2k Views
Bank OZK - Most CRE Loans/Total Loans of Any US Bank & Dramatically Worsening Credit Metrics
Commercial real estate (CRE) loans are risky in the US normally and especially now. Bank OZK is most exposed, with dramatic worsening of credit...
291 Views
US Banks - HFD Shows Sharply Expanding Loans, with Newly Negative Growth in Jumbo Time Deposits
US large banks show loans accelerating (but not riskier CRE loans) and with higher cost Jumbo time deposit growth now turning negative in new...
253 Views