Resumo do Relatório
US Banks: Three learnings from 1Q22 earnings: The cycle isn’t yet turning
21/04/2022
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US bank stocks were materially underperforming heading into 1Q22.Maybe it was a low bar, but results have generally indicated that the cycle remains intact. Though fee outlooks are uncertain, credit quality remains healthy and NII is accelerating. Nonetheless, capital flexibility has diminished for the largest banks.
