Jane Lambesis’ Post

More than a year out from the regional banking failures of 2023, we expect negative press reports to continue as the true financial impact will likely stretch over a period of years. The silver lining is that banks and other lenders have time to address underlying issues. https://lnkd.in/ezRyp9km

First quarter #earnings season is getting started, with the largest banks reporting first. In the wake of last year’s regional banking crisis and the potential new normal of higher-for-longer interest rates, all eyes are on the health of the U.S. financial system. With #commercialrealestate (CRE) still searching for its bottom, losses related to CRE exposures are of particular concern for the banking industry. Read on in our #chartoftheweek by Jessica Noviskis, CFA and Grace Colson at the link.

Largest Banks in the U.S. 2024 https://lnkd.in/gT2wubUJ The financial landscape of the United States is dominated by a few key players, each boasting significant assets and influence. As of 2024, the largest banks in the U.S. continue to play a crucial role in the global economy, shaping financial trends and policies. This article provides an in-depth look at the top banks in the country, highlighting their size, services, and impact on both the national and international stage. 1. JPMorgan Chase & Co. Overview JPMorgan Chase & Co. remains the largest bank in the United States by assets. Headquartered in New York City, JPMorgan Chase offers a comprehensive...

Indeed, the contagion from collapse of Evergrande, China’s largest property developer, has thus far been contained. International financial institutions which heavily invested in Evergrande, watched in horror as $300 billion in funds was vaporised from International property markets. At the very least, this leaves more than a few balance sheets; with a gapping hole in collateral. Add to this:- -not only US Commercial Real Estate, but EU and UK maybe facing very similar, colossal write-offs in commercial property valuations. -Germany is in now deep recession, if not process of total de-industrialisation (due to their folly of cutting off cheap energy supplies from Russia). -EU is in serious economic decline. -UK has begun its recessionary cycle -Japan is deeply in the midst of both a currency / economic crisis, and complete denial. ie.Global downturn could have already begun ! Does Gold (see price go vertical this past week) - see something the market is too blind to see ?? Another round of exponential QE may soon be upon us.

When it comes to the ongoing #CRE challenges facing the #banking industry, the key is preparation… not panic. My colleague Tom Collins shares his perspective with Fortune. Reach out if you’d like to hear more about what West Monroe is seeing in the market and how we are helping our clients leverage #data, #relationshipbanking and #riskmanagement to better prepare in the midst of this tumultuous market.

Largest Banks in the U.S. 2024 https://lnkd.in/g_p8qTKf The financial landscape of the United States is dominated by a few key players, each boasting significant assets and influence. As of 2024, the largest banks in the U.S. continue to play a crucial role in the global economy, shaping financial trends and policies. This article provides an in-depth look at the top banks in the country, highlighting their size, services, and impact on both the national and international stage. 1. JPMorgan Chase & Co. Overview JPMorgan Chase & Co. remains the largest bank in the United States by assets. Headquartered in New York City, JPMorgan Chase offers a comprehensive...

As reported in American Banker, our soon-to-be-released Q423 Bank Executive Business Outlook survey points to bankers’ cautious optimism for 2024, with additional insights gleaned about bank executives’ perspectives on deposit competition, the overall economic outlook for their institutions, and credit quality for their bank and the industry as a whole. See the article here (gated content) >> https://lnkd.in/eYjkMKNJ

In the most recent Pathfinder Report, our co-founder, Lorne Polger provides insight into a potential crisis emerging within the Banking Sector. Click the link to read more about it. https://lnkd.in/gkv-z-b5

Found an interesting article talking about the strength of the banking market this year. Keen to hear your thoughts. https://lnkd.in/eRFMRay8 https://lnkd.in/eRFMRay8