Category: Inflection

yongyuan Big banks’ second-quarter earnings support the case that the sector is “at a multi-year inflection point from negative to positive growth in revenue, operating leverage, and earnings per share growth,” says Wells Fargo analyst Mike Mayo. The “five Ps” – central banks, capital markets, costs, credit, and capital –…

yongyuan Big banks’ second-quarter earnings support the case that the sector is “at a multi-year inflection point from negative to positive growth in revenue, operating leverage, and earnings per share growth,” says Wells Fargo analyst Mike Mayo. The “five Ps” – central banks, capital markets, costs, credit, and capital –…