The Institutional Risk Analyst

Banks | Markets | Fintech

The Year That Was: 2022

Many in the Buy Side chorus are looking forward to lower interest rates, but we are concerned that next year could really be about solvency

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Large Banks: QT Winners & Losers

A number of readers have asked us to talk about the winners and losers among large banks in the current interest rate environment.

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Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel

Total noncore funding at GS was over $700 billion at the end of Q1 2022 vs $321 billion for MS.

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Top Five US Banks by Market Performance

In times of market volatility and suddenly ended delusions of easy money, the prudent path is to fly to quality.

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Update: US Banks Post-QE

Even as the FOMC raises interest rates, we caution our readers to be prepared for disappointment from banks near term

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Equity Market Valuations & Quantitative Tightening

The reduction in the Fed's balance sheet is the largest ever margin call on equity exposures of all descriptions.

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Profile: Morgan Stanley vs Goldman Sachs

Simply stated, Morgan Stanley has a much more diverse and sustainable business model than Goldman Sachs...

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Profile: Raymond James Financial

RJF is one of those quiet high-performer banks in the investment world that few understand but many own in LT portfolio

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