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The Institutional Risk Analyst

© 2003-2024 | Whalen Global Advisors LLC  All Rights Reserved in All Media |  ISSN 2692-1812 

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Update: Bank of America & Charles Schwab

April 17, 2024 | Premium Service | In this edition of The Institutional Risk Analyst, we review the results for Charles Schwab (SCHW) and Bank of America (BAC). We told our readers last year that SCHW would survive the liquidity storm and get smaller, and they did. We also told readers that BAC is in big trouble, not due to credit but because sub-par asset returns have left the bank underwater. Over the past year, BAC’s return on assets has fallen from 1.07% in Q1 2023 to 0.83% in Q1 2024. Hello. What happens in a rising rate scenario Brian? 

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