Core Viewpoint - The banking sector is expected to report strong earnings driven by a rebound in investment banking, with specific banks like Goldman Sachs and Citigroup showing promising results [19][3]. Group 1: Bank Performance and Expectations - Analysts are optimistic about the upcoming earnings reports from major banks, with expectations for revenue and earnings beats [3][19]. - Goldman Sachs is highlighted as a strong buy due to its leading position in equity underwriting and durable fee income from asset and wealth management [11][10]. - Citigroup is seen as attractive on valuation, with recent restructuring efforts and a focus on corporate treasury services [13][12]. - Bank of America is viewed as a hold due to its lagging performance compared to peers, despite recent stock price increases [15][14]. - Morgan Stanley is expected to perform well, particularly in wealth management, alongside Goldman Sachs [17][16]. - JP Morgan Chase is considered a top contender in the financial sector, with a strong executive team and diverse business operations [18][17]. Group 2: Regulatory and Economic Environment - The regulatory landscape under the current administration is seen as fostering economic growth, allowing banks to increase lending and return capital to shareholders [6][5]. - Credit quality remains stable, with banks maintaining normalized loan loss provisions and reserves [8][7]. Group 3: Market Trends and Challenges - The banking industry is facing competitive pressures, leading to reduced rates to attract lending volumes, which may impact margins [21][24]. - There is a growing concern about concentration risk due to increased loans to non-bank financial companies [26][27]. - The private credit sector is under scrutiny, with potential risks emerging from aggressive lending practices and lack of investor protections [30][31]. Group 4: M&A Activity and Industry Consolidation - The trend of consolidation in the banking sector is expected to continue, with banks seeking growth through acquisitions, although this may lead to challenges related to goodwill and operational efficiency [38][39]. - Recent M&A activity, such as Fifth Third's acquisition of Comica, raises questions about the strategic rationale and potential operational challenges [36][37].

I'm so honored to be here with you. I love this book uh for so many reasons, but one of the reasons I love it is because you have probably helped others create more wealth than just about anybody on television. Thank you, Rob. And I love the story in here about Jeremy who you met outside the exchange. The guy right here in front of the statue. Tell tell that story. Well, man, just the I was out getting a haircut and walking down there's a nice statue of a woman who's like this. a girl was like that and he w ...

Legendary short-seller Jim Chanos is warning the private debt boom could unravel after First Brands' collapse. He tells the Financial Times more companies could fall when the cycle turns. One of the firms now backing First Brands is Beach Point. Portfolio Manager Sinjin Bowron joins "Bloomberg Open Interest" to talk about the fallout and the vulnerabilities in private credit. ...

Lower rates have spurred the sales of corporate bonds. But bankruptcies are a sign that all is not well in the more shadowy private credit world of bank loans and closed-end funds. ...

I think we've seen this movie before. The expectation is that this lasts a few days, but who knows. And where I'm really focused right now, given that the fiscal impact is supposed to be minimal, it's really turning my attention to the labor market in particular.So we know that there will be a for a furlough of around 40% of federal workers, around 900,000 and a delay in pay for all federal workers. Now, the Trump administration has said that they're looking to make some of that permanent, and that could pe ...

📊 BIG: Onchain tokenized RWAs have hit $32B.Private credit leads with 53% share. https://t.co/3Mz0Apk5H6 ...

Private credit could be a “meaningful” transmission channel during the next crisis, amplifying a systemic shock to the financial system with negative repercussions for a broad range of investors, according to Fitch Ratings https://t.co/cdSn9JdjeD ...

RT Securitize (@Securitize)The Securitize Tokenized Apollo Diversified Credit Fund ACRED on @SeiNetwork is now live on @RWA_xyz.Private credit on Sei is going global, with $15M launched on day one.Multichain via @wormhole, with daily NAV by @redstone_defi https://t.co/1xEiiYTl5g ...

RT Jay ($/acc) (@jayendra_jog)Awesome to see Apollo's $1.2B ACRED Fund on Sei!Private credit is the fastest growing sector in finance and the area where Wall Street has the most to gain from being onchain.Excited for the future of this with @Securitize and @carlosdomingo!RWAs Move Faster on Sei. ($/acc) ...

RT Sei (@SeiNetwork)Private credit is a $2T asset class uniquely suited to benefit from tokenization.Made up of corporate loans, real estate debt, and even consumer credit, it’s attractive because returns are uncorrelated to public markets and offer meaningful premiums.Yet historically, it’s one of the most opaque, illiquid markets.Tokenization transforms private credit into a robust onchain asset class — with clear demand — already representing 57% of the total RWA market value.Private credit is an importa ...