Impact of Fed rate cut: Following the 50 basis point cut by the Fed in mid-September, investors and analysts will be interested in hearing about how...
Author: Tony Rossi, CFA
10/06/2024
Banks: Q2 2024 earnings season themes
Loan growth In the full year guidance for loan growth provided at the beginning of the year, many banks had an assumption that loan demand and loan...
Author: Tony Rossi, CFA
07/01/2024
Banks: Q1 2024 earnings season themes
Credit quality The significant decline in New York Community Bancorp’s (NYCB) stock price following its Q4 2023 earnings report further increased the...
Author: Tony Rossi, CFA
04/04/2024
Bank Earnings: What to know for 2024
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...
Author: Tony Rossi, CFA
04/20/2023
FP for IR Magazine: Best practices in IR for community and regional banks
Tony Rossi joins a discussion hosted by Nasdaq on best practices in investor relations for regional and community banks.