Looking back at Q4 2023, preparing for 2024 Many banks typically set expectations for the coming year in their fourth quarter earnings calls, and it...
Author: Tony Rossi, CFA
01/09/2024
Banks: Q3 2023 earnings season themes
Economic outlook While many economists still expect a recession to occur at some point over the next year, the timing, depth and duration of the...
Author: Tony Rossi, CFA
10/03/2023
Banks: Q2 2023 earnings season themes
Operating environment When banks last reported earnings, the industry was in the midst of dealing with the repercussions of the bank failures that...
Author: Tony Rossi, CFA
07/10/2023
Banks: Q1 2023 earnings season themes
Risk management The failures of Silicon Valley Bank and Signature Bank and the wind down of Silvergate Bank served as reminders of the importance of...
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