Bank resilience amid market jitters

21/10/2025 4 min Episodio 106
Bank resilience amid market jitters

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Episode Synopsis

Credit cycle deterioration? Not so fast- new earnings reports from the banking sector ease fears of financially stretched consumers and companies.John Guarnera, Senior Corporate Analyst on RBC BlueBay’s US Fixed Income Team, explores the latest data from US banks and an outlook on recent credit market developments.Third-quarter earnings from major US banks revealed stable asset quality and improved credit metrics.Banks' balance sheets remain robust, with high capital levels and strong liquidity, supporting their ability to manage potential risks.Consumer and commercial credit trends show improvement, with delinquency metrics stabilizing across prime and subprime markets.