R. Christopher WhalenMar 25, 20217 minUpdate: Q1 2021 Bank EarningsUS banks are running at income levels that are less than half of a year ago...
R. Christopher WhalenFeb 3, 20216 minProfile: Bank OZK -- It's All About the NIMSignificantly, OZK predicts shrinking CRE loan volumes in 2021....
R. Christopher WhalenJan 4, 202110 minProfile: Bank of AmericaWe think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...
R. Christopher WhalenNov 17, 20204 minPNC + BBVA USA = Value CreationBy acquiring the $100 billion asset BBVA USA, PNC is doing the Federal Reserve Board and other regulators a favor.
R. Christopher WhalenOct 19, 202011 minBank Profile: Wells Fargo & CoIn this edition of The Institutional Risk Analyst, we assign a neutral risk rating to Wells Fargo & Co, the fourth largest US bank