R. Christopher WhalenJan 23, 20236 minUpdate: Bank of America We hear in the channel that regulators are making their views of future loss probabilities very clear in guidance to the top banks
R. Christopher WhalenJan 13, 20236 minUpdate: JPMorganChase & Wells FargoBut nothing lasts forever in mortgage land or in financials. Stay tuned and pay attention to LT rates and spreads...
R. Christopher WhalenJan 4, 20237 minUpdate: Truist, Charles Schwab, U.S. Bancorp & PNC FinancialThe largest banks continue to serve as a haven for refugees from crypto fraud schemes and the fintech swoon, but are not cheap
R. Christopher WhalenOct 12, 20227 minUpdate: U.S. Bank vs. Bank OZK; Q3 2022 Earnings SetupHow will this above-peer performer from Little Rock do in a Fed-induced recession that rivals 2008 in terms of market losses?
R. Christopher WhalenOct 6, 20226 minNonbank Lenders: The Dead PoolWith the Fed doubling down on rate increases, the pressure on all manner of nonbank finance companies and fintech platforms is growing.