Motley Fool Money The Kids Aren’t Alright (Banks, However, Are)
Oct 14, 2025
Join Motley Fool analyst Jason Hall as he dissects the latest bank earnings, revealing strong results and a hopeful economic outlook for giants like Citi and Wells Fargo. He dives into Robinhood’s impressive stock rebound, highlighting user growth and transaction revenue. The conversation also touches on shifting trends in alcohol consumption, exploring generational changes and the impact of drugs like GLP-1. Plus, there’s a lively debate on the future of cannabis versus alcohol investments. Tune in for expert insights and engaging analysis!
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Banks Beat On Fees And Dealmaking
- Big banks reported broadly strong results driven by dealmaking and fees rather than loan growth.
- Credit quality held up and return on tangible equity is improving for troubled peers like Citi.
Wells' Rebound Fueled By Fees
- Wells Fargo's growth after the asset cap lifted came mainly from fees and investment-banking related revenue.
- Net interest income rose only modestly, signaling fee businesses drove the improvement.
Managements Sound Cautiously Optimistic
- Jamie Dimon and other CEOs struck a cautiously optimistic tone, noting consumer resilience without sounding overly bearish.
- Managements emphasized limited near-term credit risk and steady consumer activity.