R. Christopher WhalenJul 23, 20215 minProfile: Bank of America (BAC)BAC is the worst performing bank in the top-five US commercial banks and often underperforms the average for Peer Group 1.
R. Christopher WhalenJul 19, 20217 minGNMA Issuer Rule Threatens Government MarketThis rule could cost literally tens of billions in losses to banks and nonbanks alike...
R. Christopher WhalenJul 15, 20215 minProfile: Wise Ltd (LSE:WISE)WISE is a play on the relentless advance of technology that lowers costs and eventually forces change in the legacy world of banking and pay
R. Christopher WhalenJul 12, 20213 minQ2 2021 Bank Earnings Setup | GS, JPM, FRC | NIM Lower for LongerCheap liquidity c/o the FOMC does little for bank earnings when asset returns are also falling
R. Christopher WhalenJul 6, 20216 minJay Powell Defends the Lower BoundWe anticipate a shift in deposits out of banks and into the Fed that could further complicate liquidity in Q3 2021.