PacWest Bancorp & Fed Hawks
To survive long-term, both WAL and PACW need to get that beta back down below 2 and closer to 1, but the hawks on the FOMC may not cooperate
© 2003-2023 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812 | Terms & Conditions | FAQs
PacWest Bancorp & Fed Hawks
Funding & Credit: Q1 2023 Bank Earnings Takeaways
Q1 2023 Bank Earnings: Lower for Longer | JPM USB C WFC BAC
Powell's Duration Trap, Banks and the US Treasury
The Return of Credit Risk
Why the FT is Wrong About Ally Financial
Update: Bank of America
Update: Truist, Charles Schwab, U.S. Bancorp & PNC Financial
Outliers: CapitalOne, Goldman Sachs & Citigroup
Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
Large Banks: QT Winners & Losers
Update: The Bull Case for US Financials
Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel
Update: Ally Financial (ALLY)
Update: US Banks Post-QE
Update: Upstart Holdings & Cross River Bank
The IRA Bank Book | Outlook Q2 2022
Ukraine & the Return of Credit Risk
Weak Bank Earnings & Surging Interest Rates = Lower Valuations
Top Five US Banks: USB, JPM, WFC, C & BAC