U.S. Banking Update

Senior analysts from the Financial Institutions team will provide their updated views on the credit outlook for U.S. banks for 2024, following third-quarter results.  Participants will discuss expectations for bank revenue and earnings drivers leading up to the final months of 2024, summarize key credit trends, and opine on salient risks for the banking industry.   

Discussion topics will include:

• Key takeaways from results
• Earnings levers and momentum
• Deposits, funding and liquidity trends
• Salient risks, e.g. CRE, interest rates
• Capital ratios and distributions
• Prospects for regulatory changes

Speakers:
Devi Aurora, Managing Director and Analytical Manager
Brendan Browne, Managing Director & Sector Lead
Stuart Plesser, Managing Director & Sector Lead
Robert Hansen, Director & Lead Analyst

Moderator:
Jeff Sexton, Senior Director, Communications