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13min chapter
The Big Banks Report as Fed Officials Signal Higher for Longer
Bloomberg Surveillance
Resilience and Performance of Major Banks Amidst Economic Changes
The chapter explores how major banks like Bank of America and Morgan Stanley are adapting to economic changes by focusing on technology and capital markets. It discusses sector dispersion in equity markets, highlighting the outlook of the largest US banks and underperforming rate-sensitive sectors like utilities. The conversation also delves into comparing banks based on net interest income and wealth management, emphasizing the need to focus on positive indicators amidst global economic trends.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode