Q4'24 Inside The Buy-Side® Earnings Primer®

Corbin Client Brief: ESG Trends Shaped by Latest Executive Orders

Yesterday from the indoor Presidential Inauguration parade event at Capital One Arena, President Trump issued several executive orders that may be poised to meaningfully alter American policy and positioning. These orders, many of which were issued with the intent to undo the previous administration’s policies, touch upon issues that are critical to business, such as climate change, immigration, diversity, and government efficiency.

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This Week in Earnings: U.S. Banks – Q4’24

Big Banks kicked off Q4 earnings season on a positive note, largely delivering results that topped Street expectations on both the top- and bottom-lines, with net interest income (NII) guidance for 2025 also well-received by analysts. Overall results have been powered by strength in capital markets, investment banking, and trading activity.

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The Sector Beat: U.S. Banks – Q4’24

Overall U.S. Big Bank commentary reflects optimism toward the year ahead and the potential to build on solid momentum seen post-election, though enthusiasm remains somewhat tempered by ongoing geopolitical risks and unknowns around how policy will unfold under a Trump 2.0 administration. As observed in our Q4’24 Inside The Buy-Side® Earnings Primer®, the heightened election uncertainty that prevailed in the Fall has been replaced by policy uncertainty.

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The Big So What™ Q4’24 Earnings Season Webinar

During our webinar The Big So What™ – Q4’24 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.

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