NII and Credit Quality in Focus, SEC Probing Banks' CRE Books

Investors will be scrutinizing regional banks' net interest margins and credit quality this earnings season, S&P Global Market Intelligence wrote. Expectations are generally low; of the 65 publicly traded banks with assets between $10 billion and $100 billion, nearly half are projected to report quarterly earnings declines. Signs margins are bottoming while credit quality remains relatively stable, with no major NYCBesque surprises, would likely be the best-case scenario, S&P suggests. 

Another S&P post discusses the SEC's recent scrutiny of banks' CRE portfolios. 

For more insights into the impact of CRE portfolios for banks, check out our recent podcast: A Looming Crisis in CRE? What Bankers Need to Know.

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Rob Blackwell
Chief Content Officer and Head of External Affairs
IntraFi
Arlington, VA
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