Primer: East West Bancorp (EWBC US) - Sep 2025
East West Bancorp has established a unique and defensible niche as the primary financial bridge between the U.S. and Greater China,...
51 Views
US Banks - NYCB Credit Costs Are Much Higher than in the Early 1990s
US CRE loan risk is clearest now with the NYCB charge taken in 4Q23, putting its credit costs now well higher than the recessionary period in...
544 Views
JPM - 4Q24 Results Show Continued Strength in Core Income, Rising Non-Accruals Well Covered by LLR
The 4Q24 results from JPM are just out, with very strong growth in net profit, good cost controls and strong ALM still, with LDR expansion. Rising...
551 Views
US Banks - NY CRE Sold at 97% Discount, HFD Weekly Data Shows Small US Banks At Most Risk
The headline of a NY office building selling at a 97% discount should be chilling for small US banks, which have 44% of their loans in CRE. Large...
693 Views
US Banks - Flat Loans ~USD6.7 Trillion for Almost Every Week for Nearly 2 Years
US loans are flat for most all weeks for nearly two years, and funding costs have surged, putting net interest income under pressure, and this...
341 Views