High-Yield Option-Adjusted Spread and Banks Reporting Tightening C&L Loan Standards Banks are tightening lending standards amid uncertain economic outlook, while credit spreads have largely normalized. Image: Goldman Sachs Global Investment Research
S&P 500 – U.S. Bank Stocks vs. U.S. Homebuilding Stocks Is the recent weakness in bank stocks a buying opportunity? Image: BofA Global Investment Strategy
Coronavirus Crisis and Bankruptcies U.S. business bankruptcies are declining significantly. Image: Goldman Sachs Global Investment Research
Quantitative Easing (QE) – Quarterly Pace of Central Bank Purchases Should investors worry about QE fading? Image: BofA Global Research
Valuation – Banks vs. Tech FMS investors say banks are undervalued vs. tech. Image: BofA Global Fund Manager Survey
Bank to IG Index Spread Ratio and Bank to S&P 500 Ratio Are U.S. bank stocks a buying opportunity, despite Warren Buffett’s selloff? Image: Goldman Sachs Global Investment Research
Implied Equity Allocation by Non-Bank Investors Globally Investors are still underweight global equities. Image: J.P. Morgan
Coronavirus Crisis and U.S. Corporate Bankruptcies The coronavirus crisis triggers a record number of U.S. corporate bankruptcies, despite record levels of federal aid. Image: Financial Times
Banks and U.S. Real Yields Banks suffer from low real yields, as it is more difficult for them to make a profit from lending. Image: Bloomberg
Bank Business Lending Standards U.S. banks are tightening lending standards amid uncertain economic outlook. Image: Goldman Sachs Global Investment Research