R. Christopher WhalenJan 12, 20228 minQ4 Earnings | Big Banks & QEIn the short-run rising interest rates and spreads will help bank earnings. But where is the next credit hot spot?
R. Christopher WhalenSep 20, 202111 minThe IRA Bank Book | Q3 2021In the Q3 2021 edition of The IRA Bank Book, we document the slow destruction of US bank asset and equity returns by the FOMC.
R. Christopher WhalenAug 27, 20219 minProfile: PNC v U.S. Bancorp v Truist FinancialU.S. Bancorp, PNC and Truist Financial hold great value creation potential. But which is likely to realize this potential?
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 WhalenApr 22, 20216 minCitigroup: Breaking Up is Hard to DoCiti has drifted through years of government ownership and weak leadership by the board of directors