Key Takeaways HBAN's Q2 earnings are expected to show a 13.3% year-over-year increase to 34 cents per share. Net interest income is likely to rise 3% sequentially to $1.5B, supported by steady loan demand and rates. Total non-interest income is likely to decline 5.4%, with rising expenses and credit loss reserves in focus.Huntington Bancshares Incorporated (HBAN) is slated to report second-quarter 2025 results on July 18, before the opening bell. The company’s quarterly revenues and earnings are expected ...

Core Viewpoint - U.S. Bancorp (USB) is expected to report year-over-year increases in revenues and earnings for Q2 2025, benefiting from lower expenses and higher non-interest income [1] Group 1: Financial Performance Expectations - The company anticipates net interest income (NII) for Q2 2025 to be between $4.1 billion and $4.2 billion, with a consensus estimate of $4.01 billion, reflecting a marginal increase from the previous quarter [2][8] - The consensus estimate for total revenues in Q2 2025 is $7.06 billion, indicating a rise of 3.3% from the year-ago figure [13] - The Zacks Consensus Estimate for average earning assets is $611.2 million, suggesting a slight sequential increase [4] Group 2: Non-Interest Income and Trading Activity - Non-interest income is projected to rise by 3.3% due to gains in trading, mortgage, and card revenues, with total non-interest income estimated at $2.93 billion [9][8] - Trading volumes in equity derivatives and corporate bonds have increased, with the consensus estimate for commercial product revenues at $391 million, reflecting a 2.4% increase from the prior quarter [5] Group 3: Loan Activity and Market Conditions - Lending activity remained strong in Q2 2025, supported by a resilient labor market and easing inflation, with notable demand for commercial and industrial loans [3] - Mortgage banking revenues are expected to reach $179.6 million, indicating a 3.8% increase from the previous quarter, despite mortgage rates fluctuating in the mid-to-upper 6% range [6] Group 4: Expense Management and Asset Quality - The company aims to keep non-interest expenses at or below $4.2 billion in Q2 2025, despite higher costs related to compensation and employee benefits [10][9] - The Zacks Consensus Estimate for non-performing loans is $1.72 billion, indicating a rise of 1.8% from the prior quarter [10] Group 5: Earnings Expectations - U.S. Bancorp has a positive Earnings ESP of +0.21%, indicating a high likelihood of beating earnings estimates [11] - The consensus estimate for Q2 earnings is $1.07, reflecting a 9.2% increase from the year-ago reported number [12]

Treasuries were mostly steady after Tuesday’s mixed inflation report for June largely matched economists’ expectations and slightly raised bets on interest-rate cuts by the Federal Reserve https://t.co/Hvf8kcKnzA ...

We do have that breaking news right now. Let's get straight to Rick Santelli for more on that. Rick, take it away.Yes, this is our June read on CPI, the consumer price uh inflationary guide, and it is a little warmer than expected on year-over-year, but headline looks good. Up 3/10 as expected. That does follow up one10enth.Up 3/10 will be the second warmest of the year. January was the warmest at up half 1%. This is as expected but two ten hotter than the rearview mirror.If we strip out food and energy com ...

RT Bloomberg Opinion (@opinion)@JonathanJLevin @nirkaissar @AllisonSchrager CPI Day: What does this mean for the Fed?“I think it’s getting really hard to justify the cuts the market is expecting,” says @AllisonSchrager 🎥https://t.co/tMkwc5FRuz ...

Canadian consumer prices accelerated for the first time in four months and underlying price pressures firmed, likely keeping the central bank from cutting interest rates later this month https://t.co/kc1Hk5aOoW ...

What is this slight uptick. What does this mean. Not only for the economy, but for the Fed again, their meeting coming up at the end of this month.Well, given the trend for inflation has been going down, I think the Fed is going to take it in stride and say, look, we are closing in on our 2% target and it's time to start to lower rates. I think Cher Pal said that if it weren't for the tariff uncertainty, he'd be doing it now. So, I I'm also in that same camp.It's time to lower rates. The real rates are way ...

Wells Fargo lowers its full-year guidance for net interest income, after another quarter of tepid growth amid the ongoing trade war https://t.co/86eFv0x2pN ...

Kevin Warsh, a top pick to replace Powell as Fed chair, is finally ready to cut interest rates. The transformation comes as Trump's demands reach a fever pitch https://t.co/mB0IkrmV2v ...

India’s central bank will consider cutting interest rates further if inflation falls below its projection or growth comes under pressure in Asia’s third largest economy, Governor Sanjay Malhotra says https://t.co/m7Ruy3x0AX ...