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Big Bank earnings

Big Bank earnings

What to expect?

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MacroXX
Jan 14, 2025
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Big Bank earnings
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The US banks earnings schedule for Q4 2024 is as follows:

Wednesday, January 15, 2025 (Before Market Open):

  • JPMorgan Chase (JPM)

  • Wells Fargo (WFC)

  • Citigroup (C)

  • Goldman Sachs (GS)

Thursday, January 16, 2025 (Before Market Open):

  • Bank of America (BAC)

  • Morgan Stanley (MS)

Analysts are projecting strong performances across the board, with the biggest six US banks by assets expected to show nearly 15-18% earnings growth in Q4 2024 compared to the previous year. This growth is attributed to factors such as:

  1. Strong investment banking performance: Major banks have reported significant increases in investment banking fees, with some seeing jumps of 18-31% year-on-year

  2. Robust trading profits

  3. Expanded net interest margins

  4. Decline in credit provisioning expenses

  5. Strong capital markets activity and post-election trading surge: A surge in trading and deal making following the U.S. presidential election has fueled profit.

  6. Favorable economic conditions: The U.S. economy is entering 2025 with momentum, marked by s…

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