US bank deposits dipped to their lowest level since May in the most recent week of data, signaling that a…
McAlinden Research PartnersSeptember 13, 2023
Ten banks faced credit rating downgrades from Moody's this morning, along with six more prominent depositories being put on watch…
McAlinden Research PartnersAugust 8, 2023
Estimates for US bank earnings suggest increased defaults on loans from large American lenders, as well as greater provisions for…
McAlinden Research PartnersJuly 10, 2023
US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…
McAlinden Research PartnersJune 7, 2023
Commercial real estate prices fell for the first time in over a decade last quarter, heightening the risks overexposed banks…
McAlinden Research PartnersMay 18, 2023
After a prolonged death spiral, First Republic Bank was finally seized by regulators this morning and subsequently sold to JPMorgan.…
McAlinden Research PartnersMay 1, 2023
First Republic’s Troubles Could Roil Financials Further as Banking Sector Concerns Remain Unresolved
First Republic Bank's Q1 earnings painted a more dismal picture than analysts had expected, with deposits at the troubled bank falling…
McAlinden Research PartnersApril 25, 2023
With US banks set to begin reporting Q1 earnings later this week, all eyes will be on which large institutions…
McAlinden Research PartnersApril 11, 2023
Financial sector exposure to commercial mortgage backed securities (CMBS) has come under increased scrutiny in recent weeks. Not only are mid-sized banks…
McAlinden Research PartnersMarch 27, 2023
