Research

Market Insight

Earnings analysis, macro trends, and industry dynamics. What the numbers say — and what they mean.

Market Insight April 15, 2026

Q1 2026 delivered blockbuster results at the top of the industry — with important fault lines running underneath.

BankingEarningsDepositsConsumer Finance

Market Insight January 15, 2026

The biggest banks closed a historic 2025 — but the quarterly details reveal a more nuanced picture heading into the new year.

BankingEarningsDepositsFull-Year Results