The Institutional Risk Analyst

Based upon the three-month returns through the end of Q1 2024, NYCB ranked at the bottom of the 108 public banks in Peer Group 1.

Perhaps Chairman Powell will be kind enough to fall on his sword on way out the door to make things easier for a future Chairman Waller...

The net losses disclosed by BAC and the other large banks at the end of Q4 2023 are significantly understated...

We see higher credit costs, narrowing NIM and still rising funding costs squeezing the banking industry in Q1 2024...

If Mr. Otting et al do try to execute a community bank redux in the New York market, then we'd be inclined to exit the stock.

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

Despite what Joe Biden says about helping Americans with the soaring cost of housing, he really protects Black Rock (BK), Pimco et al

FDIC Chairman Gruenberg ought to tell New York State to take over the rent controlled loans from Signature, NYCB and other lenders...

More often than not, Fed Governors use media appearances to enhance their personal celebrity rather than doing their jobs.

Industry leaders believe that the FHFA wants the GSEs to offer issuers "repurchase insurance" to the tune of 25bps per loan.

Not all banks or companies are the same and not all follow the herd.

Elizabeth Warren and progressives in Congress should support COF's purchase of Discover as a way to compete with monopoly JPMorgan

If President Trump starts talking about fixing the federal budget deficit and redeveloping moribund urban real estate, he’d win in November

While there are a great number of people inside the Fed who ponder the appropriate level of reserves in the system, they don't really know

We can all pretend that the collapse of valuations for many commercial and multifamily properties is not a major problem. Or we can act now

We think that the whole banking industry could be driven into multiple periods of loss as they divert income to loss provisions. 

Q: What do Silicon Valley Bank, First Republic Bank, Signature Bank and New York Community Bank have in common? Auditor, KPMG.

Sad to say, the business at NYCB is doing better than you'd think reading the bank's absurd disclosure.

AXP is a premium stock that is best acquired when people think, incorrectly, that the world is ending.

Now let’s take a look at how some members of the banking and fintech sector are doing in the first month of 2024.