By Scott Hallermann. Day 1 in bank earnings releases brought an uneven market reaction. JPM and C popped higher, WFCand PNC were flat and WAFD closed at a new cycle
Weekly Review & Outlook: January 23, 2023
By Scott Hallermann. Early 4Q results trends among banks with $10B in assets or greater show 60% of companies beating consensus EPS expectations for the quarter. Median EPS are higher
Weekly Review & Outlook: January 23, 2023
By Scott Hallermann. Early 4Q results trends among banks with $10B in assets or greater show 60% of companies beating consensus EPS expectations for the quarter. Median EPS are higher
Weekly Review & Outlook: January 17, 2023
By Scott Hallermann. On day 1 of bank earnings results, JPM CEO Jamie Dimon framed a major concern of mine as relates to 2023 industry risks. In response to questions
Weekly Review & Outlook: January 9, 2023
By Scott Hallermann U.S. stocks were saved for the first week of the year by a “good news is good news†response to the December Employment Situation report from BLS (January 6).
Weekly Review & Outlook: December 27, 2022
By Scott Hallermann The final, holiday shortened week of 2022 should be light on news with trading focused on tax loss positioning and other non-fundamental factors. My summary of the