Amid “Mixed Bag”, Stable Q3’25 Industrial Performance Expected with Pockets of Strength; Cautious Optimism Continues to Build for a Stronger, More Broad-based Growth Setup in 2026
Access Our Latest Research
Survey Finds Positive Investor Sentiment Continues to Build as Heightened Expectations for Higher Growth Contend with Anticipated Tariff Turbulence
By providing The Big So What®, we inform, inspire, and influence positive change
This Week in Earnings – Q1'24
U.S. Banks in our Sector Beat
This earnings season, Banks highlighted the enduring benefits of scale and deposit stickiness in an economy buoyed by low unemployment and persistent consumer spending.
Not surprisingly, market enthusiasm through the first few months of the year bolstered capital markets segment performance, a notable bright spot for banks. Moreover, sentiment toward the M&A environment was generally optimistic, reflecting an economy poised for recovery from previous lows. In fact, the data points to positive momentum, as the total deal value of M&A in the U.S. for the first quarter rose 39% year-over-year.
Key Themes
- Macro: Executives Express Optimism Amid a “Constructive Environment” and a “Resilient” U.S. Economy; the Majority Expect Two or Three Rate Cuts this Year versus the Fed’s Latest Three-Cut Forecast
- Consumer Health: Despite Continued Net Charge Offs, Execs Point to Consumer Resilience Amid a Strong Labor Market and Continual Wage Growth
- M&A: In the “Early Stages of Reopening” as Pent-up Deal Demand Appears to be Bubbling to the Surface; Still, Regulatory Concerns are Top of Mind
- Loan Growth: Growth Remains Muted as Fed Rate Pause and Decreased Inventory Build Contribute to Weakened Demand
- Commercial Real Estate (CRE): Banks Anticipate Further “Uneven” and “Episodic” Losses in Coming Quarters
Corbin Advisors is a strategic investor relations and investor communications advisory firm with a track record of supporting our publicly traded clients in creating sustained shareholder value. Our approach leverages decades of Voice of Investor® (VOI) research and data-driven insights; capital markets expertise and deep best practice knowledge; and a proven playbook and passion for client outperformance. We are a trusted advisor and partner to boards of directors, executive leaders, and investor relations professionals, serving a broad range of companies globally across sectors, sizes, and situations. Through defining the standard of excellence and challenging conventional thinking, we enable our clients to boldly differentiate their equity brand, maximize valuation, and build more durable franchises.
Corbin Advisors. Outperformance Built on Trust®.