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BAC , JPM , MS , GS , WFC , C , USB

+37 pts



Deutsche looks at how rising inflation impacts banks - modest pick up in inflation is good, but a surge would be bad

By ethonomics on May 20, 2021, 3:26 p.m.
Tagged topics: trading revenues , Deutsche Bank , inflation fears , inflation beneficiaries , wage inflation , credit quality

Views: 145, Votes: 2, Responses: 1, Attachments: 3
BAC , C , GS , JPM , MS , PNC , USB , WFC , TFC , Banks

+35 pts



Deutsche says we're only halfway through the banks' rally, sees EPS growth supporting a further 30-50% rise in stocks over next 2-3 years

By ethonomics on April 7, 2021, 11:02 a.m.
Tagged topics: buying opportunity , investment banks , Deutsche Bank , investment themes , multi-year story , upside to estimates , US banks, #earnings growth

Views: 131, Votes: 2, Responses: 0, Attachments: 41
BAC , C , GS , MS , JEF , USB , Banks

+32 pts



$BAC, $C, $GS, $MS, $JEF - Oppenheimer says reversal of COVID-related loan loss provisions that never materialized will likely lead to greater dividends or buybacks, recommends buying the banks

By ethonomics on April 1, 2021, 2:54 p.m.
Tagged topics: valuations , dividend growth , buybacks , loan growth , return of capital , deep dive , SPACs , Oppenheimer , loan loss provisions , boomer stocks

Views: 163, Votes: 1, Responses: 0, Attachments: 59
BAC , C , JPM , GS , Banks

+39 pts



Morgan Stanley estimates Fed lifting payout restrictions will drive 3% upside to street EPS, lower cost of equity, and drive bank valuations higher

By ethonomics on March 26, 2021, 1:07 p.m.
Tagged topics: valuations , Morgan Stanley , upside to estimates , Fed lifts payout restrictions , lower cost of equity

Views: 209, Votes: 2, Responses: 1, Attachments: 5
GS , JPM , BAC

+35 pts



$GS, $JPM, $BAC - Morgan Stanley downgrades all three banks to Underweight as they see better upside in consumer finance stocks in the recovery

By ethonomics on Nov. 30, 2020, 5:32 p.m.
Tagged topics: analyst checks , cyclical recovery , analyst downgrade

Views: 57, Votes: 1, Responses: 0, Attachments: 84