How Private Credit Moved Through Bank Earnings Calls
Published June 25, 2026 by Jamie
How the private-credit conversation evolved on US bank earnings calls: from private-market plumbing to explicit competition to NDFI/NBFI exposure mapping.
Insights
A Year of Bank AI: From Pilots to Production, Still a Cost Story
Published June 17, 2026 by Jamie
How bank AI shifted from pilots to production in a year, mostly as a cost story. Four quarters of earnings calls, plus the standouts.
BAC vs JPM Q1 2026 Earnings Call: Execution vs Fortress Caution
Published May 7, 2026 by Jamie
BAC vs JPM Q1 2026 earnings call analysis: Bank of America sounded execution-led, while JPMorgan showed stronger earnings power but more macro caution.