The Institutional Risk Analyst

The net losses disclosed by BAC and the other large banks at the end of Q4 2023 are significantly understated...

We see higher credit costs, narrowing NIM and still rising funding costs squeezing the banking industry in Q1 2024...

So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks

Despite what Joe Biden says about helping Americans with the soaring cost of housing, he really protects Black Rock (BK), Pimco et al

FDIC Chairman Gruenberg ought to tell New York State to take over the rent controlled loans from Signature, NYCB and other lenders...

More often than not, Fed Governors use media appearances to enhance their personal celebrity rather than doing their jobs.

Not all banks or companies are the same and not all follow the herd.

Elizabeth Warren and progressives in Congress should support COF's purchase of Discover as a way to compete with monopoly JPMorgan

We can all pretend that the collapse of valuations for many commercial and multifamily properties is not a major problem. Or we can act now

Q: What do Silicon Valley Bank, First Republic Bank, Signature Bank and New York Community Bank have in common? Auditor, KPMG.

Sad to say, the business at NYCB is doing better than you'd think reading the bank's absurd disclosure.

AXP is a premium stock that is best acquired when people think, incorrectly, that the world is ending.

Now let’s take a look at how some members of the banking and fintech sector are doing in the first month of 2024.

Volatility remains perhaps the biggest risk factor today, mostly because of a lack of visibility on unexpected risks.

Net interest income at USB was down again for the fourth consecutive quarter, confirming a trend across the banking industry

As reflected in the valuations for JPM, WFC and BXMT, institutional investors are still not that concerned about commercial real est losses

If Fraser cannot articulate a coherent reason to keep the business together, a breakup may be the most sensible strategy.

Look for falling rates sooner rather than later as the Fed and other agencies prepare to resolve more bank failures in 2024.

As the public debt of the US grows, after all, the implicit claim of the Treasury on all private US assets also grows.

The Basel III proposal reflects a view of financial risks facing US banks that is decades out of date and ignores market risk