北方信托股票讨论

Graseck opines Citigroup would benefit most from lighter Basel endgame rules, with its stock at 0.5x book value per share, enabling accretive stock buybacks. Bank of America's upgrade is mainly due to valuation, while Goldman Sachs is highly exposed to a capital markets rebound. BNY Mellon's commitment to positive operating leverage contrasts with peer trust banks, and Northern Trust faces near-term headwinds on net interest income, expenses, and a less compelling capital return story.