The Institutional Risk Analyst

We have long advocated the idea of an independent mortgage bank (IMB) combining with a strong regional lender

Whenever interest rates rise, the amen chorus on Wall Street starts to warble about the benefits to banks.

The assumption of a stable financial and economic transition in the US during 2021 is perhaps the greatest risk facing the global markets.

We think that a strong case can be made that to enhance shareholder value, Moynihan and the BAC board ought to spin-off Merrill Lynch...

In this edition of The Institutional Risk Analyst, we assign a neutral risk rating to Wells Fargo & Co, the fourth largest US bank

There is a reason why the smart money on Wall Street is creating new strategies focused on non-performing loans...