Rates and the yield curve have moved against Financials since the Fed's announcement. Loan demand has been weak, but a capex comeback could lead to a loan growth comeback in 2H. Sector model has moved more neutral on cyclical Value vs. cyclical Growth sectors.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.