2025: A Bullish Year for Big Banks

This podcast analyzes the projected positive outlook for the U.S. banking sector in 2025. A key factor is the anticipated stabilization of interest rates after a period of increases, leading to improved net interest margins for large banks. Further growth is expected in lending, trading, and underwriting, driven by increased demand and a steeper yield curve. Additionally, the rise in private equity divestments is predicted to boost consulting services for banks, while potential regulatory easing under a hypothetical Trump administration could provide further tailwinds. Overall, the article paints a picture of significant revenue diversification and robust growth across various banking segments in 2025.