”The stress test is just another sign that banks can have the option to continue the positive momentum with increased potential return from dividends and buybacks”

by Marketing | Jun 30, 2025 | Market Notes, Media Notes

Wells Fargo clears another Fed hurdle as banks pass stress tests

“It will potentially increase the company’s overall valuation as it continues to trade at a discount relative to peers”

by Marketing | Jun 4, 2025 | Market Notes, Media Notes

Instant view: Wells Fargo asset cap lifted, allowing bank to grow

“Right now, this isn’t a financial event that’s going to be the genesis of the recession, and banks could be the safe space”

by Marketing | Apr 11, 2025 | Market Notes, Media Notes

US bank profits rise, but executives raise more tariff warnings

The Market in Pictures, December 20

by Marketing | Dec 20, 2024 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Joseph: The FOMC confirmed what the market had started to price in, that rates wouldn’t be cut as quickly as...

Around the Bond Market, November 2024

by John Luke Tyner | Nov 21, 2024 | Blog, Bonds

The FOMC has eased 75 bps since September, but financial conditions have tightened about 25 bps since then due to the runup in real yields (the 10 year has backed up 80bps). Conditions are still “loose”, but not as loose as one might typically expect after 75 bps of...