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 29, 20218 minUpdate: Commercial & Residential Real Estate, MSRsMost of midtown Manhattan’s offices and other structures are unused. Commuter volumes are 10% of pre-COVID levels.
R. Christopher WhalenJan 17, 20215 minQ4 Earnings Update: JPM, Citi & WFCUnless the FOMC relents and eases up on its massive purchases of Treasury securities and MBS, bank earnings are likely to decline further
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...