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.
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in our Q4’24 Inside The Buy-Side® Earnings Primer®, the heightened election uncertainty that prevailed in the Fall has been replaced by policy uncertainty.
Survey Finds Muted Q4 Industrial Results Expected, but with a “Change in Momentum” Anticipated for 2025 Despite Policy Uncertainty; Growth Appetite Meaningfully Increases
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.
Access webinar replay and materials: The Big So What® – Q4’24 Earnings Season, presented by Corbin Advisors Founder and CEO Rebecca Corbin
Yesterday we published our 61st Issue of Inside The Buy-Side® Earnings Primer®. As you may have seen, animal spirits are all aswirl
Survey Finds Renewed Hunger for Growth and High Expectations for 2025, though Shift ‘From Political to Policy Uncertainty’ Keeps Outright Bullishness at Bay
Through Love, Corbin, giving back is at the heart of what we do. This year, we partnered with three incredible organizations to spread joy and make a difference in our community:
In our second inaugural Letter to Our Clients, we cover key themes to help prepare for 2025 and share selected actionable recommendations and best practices.
As we reflect on 2024, it was a year of continued learning and progression, team expansion and bonding.
Leverage the experience and expertise of our team
Access insights in our regularly published research, which captures trends in institutional investor sentiment globally
A strategic consultancy accelerating value realization globally