摩根士丹利：美国银行和消费者金融_3Q24 收益图表包_第 3 天
金融街·2024-10-21 15:21
M Update US Banks & Consumer Finance | North America October 17, 2024 04:01 AM GMT 3Q24 Earnings Chart Pack: Day 3 Key Takeaways Large Cap Bank Earnings are 75% done. This is the strongest start to earnings I have ever experienced in my 22 years of covering Large Cap Banks. Why? Every single Large Cap Bank has delivered a high quality EPS beat of 6-36% driven by capital markets fees with some also delivering NII and expense beats. We see more upside from here given we are still in the early innings of the c ...