Bank Earnings Growth Outlook Reduced, but There's a Silver Lining in Capital: Wells Fargo
In difficult times, private crediting is heavily betting on consumer loans.
During an economic downturn, people's lending demand increases, and private credits such as BNPL provide investment opportunities for fund managers. However, the unfavorable economic situation also means that borrowers are more likely to fall into financial difficulties, thus increasing the risk of loan defaults.
Rotation of US financial sector? Jefferies Financial: Rate cuts have a greater impact on large banks, while regional banks are more attractive.
Jefferies Financial recently wrote in a report to clients that a Fed rate cut may have a greater negative impact on large banks.
SA Asks: Will the Fed Do an Emergency Rate Cut?
Rate Cuts May Impact Big Banks More Negatively Than Regionals, Analyst Says
US Bank Stocks Tumble; Weak Economic Data Sparks Recession Fears
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