Update: U.S. Bancorp & Goldman Sachs
We expect to see USB trading at a discount to JPM and Peer Group 1 until the bank improves its operating leverage to pre-COVID levels.
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Update: U.S. Bancorp & Goldman Sachs
Bank Earnings: JPM, WFC & Citi
Profile: Comerica Inc.
Update: Banks & Fintechs
Q1 2023 Bank Earnings: Lower for Longer | JPM USB C WFC BAC
Powell's Duration Trap, Banks and the US Treasury
Update: Charles Schwab (SCHW); Sagent Presentation
Update: Bank of America
Update: JPMorganChase & Wells Fargo
Update: Truist, Charles Schwab, U.S. Bancorp & PNC Financial
Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
Nonbank Lenders: The Dead Pool
Large Banks: QT Winners & Losers
Update: The Bull Case for US Financials
Interest Rates & Bank Earnings
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi
The IRA Bank Book | Outlook Q2 2022
Weak Bank Earnings & Surging Interest Rates = Lower Valuations
Top Five US Banks: USB, JPM, WFC, C & BAC
Profile: Citigroup (C)