A Bull Case for US Banks?

December 13, 2021 | In this Premium Service issue of The IRA Bank Book Q4 2021, we ask whether bank fundamentals are starting to catch up to the very full equity market valuations, up some 40% since the end of 2020. And as a special Christmas thank you, this issue of The Institutional Risk Analyst is free for all of our readers through year-end 2021. As the year ends, income is up and credit defaults are down, at least for now and at least in single family housing assets. Yet there are storm clouds on the horizon for US banks in terms of commercial and consumer loan exposures as COVID loan forbearance ends on January 1, 2022.

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