Top 10 best-performing bank stocks of 2024 as earnings results roll in

These are the top 10 best-performing bank stocks of 2024 as earnings results roll in. First Internet Bancorp ranks No. 1 for the year-to-date performance of U.S.-based banking stocks. The banking industry has been in focus this week with earnings results rolling in.

Weekly Report: what happened at KBWR last week (0408-0412)?

Big Banks Turn Inflationary Lemons Into Lemonade

Big banks benefit from higher interest rates. Big lenders have primed investors for that boost to fade. JPMorgan, Wells Fargo and Citigroup to report first-quarter earnings on Friday. Smaller rivals will struggle to turn inflationary lemons into lemonade. Bank valuations have sagged under impending new bank rules.

The Federal Reserve Must Choose Its Interest Rate Strategy

Desmond Lachman says the Federal Reserve must choose its interest rate strategy. He says the Fed will have to keep interest rates high to meet its inflation target or cut interest rates to stabilize the financial system. The Fed’s predicament stems from keeping monetary policy too loose for too long, he says. The Federal Reserve has helped fuel a commercial real estate bubble and a bubble.

Are The Stars Finally Aligned For U.S. Financial Stocks?

After a series of banking failures in early 2023, financial stocks are showing signs of life again. Financial stocks rallied in the last five months, signaling growing investor confidence that a wider systemic meltdown has been averted. First-quarter trends suggest that market returns may be poised to broaden - good news for financials.

U.S. Bank Earnings Preview: What To Watch

Weekly Report: what happened at KBWR last week (0401-0405)?

IAT: Caution Still Warranted On Regional Banks

IShares U.S. Regional Banks ETF (IAT) still lags behind KRE on overall cost. Regional banks have seen a strong relief rally in recent months. The group has rallied on the back of the Fed's Q4 pivot. IAT is a more concentrated play on US regional banks than KRE.

The Stock Market Is Partying Like It Is 2008

Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.

Weekly Report: what happened at KBWR last week (0325-0329)?

These Regional Banks Could Shake Up Q1 2024 Earnings Season

Q1 earnings season is crucial for the regional banking sector. Shares of New York Community Bancorp are down roughly 70% year-to-date. The commercial real estate sector has been on watch since Silicon Valley Bank went bust. The regional banks hold 67% of the loans linked to the office property sector. These banks could be attractive during Q1 2024 Earnings Season.

Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull: Corporate Profits By Major Industry

Home Market Outlook Economy Analysis Resurging Corporate Profits Show Inflationary Pressures Are Reheating After Lull. Corporate pre-tax profits in all non-financial domestic industries combined jumped by 5.6% in Q4 from Q3. The spike in profitability in inflationary times is a sign that companies hiked prices much faster than their costs.

Weekly Report: what happened at KBWR last week (0318-0322)?

Should You Invest in the iShares U.S. Regional Banks ETF (IAT)?

Should You Invest in the SPDR S&P Regional Banking ETF (KRE)?

Invesco KBW Regional Banking ETF declares quarterly distribution of $0.3992

Weekly Report: what happened at KBWR last week (0311-0315)?

Weekly Report: what happened at KBWR last week (0304-0308)?

Is SPDR S&P Regional Banking ETF (KRE) a Strong ETF Right Now?

A Year On, SVB's Killer Is Still At Large

A year on, investors are still worried about banks. The killer - a disjointed system that is supposed to oversee, save or wind up U.S. Banks - is still at large. Silicon Valley Bank's collapse triggered a period of high anxiety. One lesson was that regulators taxed with keeping banks safe dropped the ball.