We've seen this sort of global hint towards inflation concerns. Yesterday it was the ECB, last week it was Japan. Today, the RBA talking a little about inflation.A previous guest on this program was not worried much about certainly US inflation. How concerned are you around the inflation theme and the higher yield seen that seems to be building. Yeah, I mean, certainly the higher yields seem I think it's something to take seriously.This is actually pretty normal behavior for markets. So what you see is that ...

Core Insights - Fifth Third Bancorp reported third-quarter earnings that exceeded expectations, driven by increased net interest income as deposit costs declined, despite a loss related to a loan to bankrupt auto dealer Tricolor [1] Financial Performance - Net interest income rose 7% year-over-year to $1.53 billion, slightly above the Bloomberg consensus estimate of $1.52 billion [2] - Adjusted noninterest income reached $789 million, surpassing expectations due to higher fees in the bank's wealth and asset management divisions [2] - Net income available to common shareholders increased 14% to $608 million, or $0.91 per diluted share, exceeding the analyst estimate of $0.87 [3] Strategic Positioning - Executives indicated that Fifth Third's balance sheet is well-positioned for a lower-rate environment, with strong performance in fee-based businesses despite market volatility [3]