PWCDF - The Big Four Banks+

• Banks had fantastic results. The question is what follows?
• The pandemic hasn’t made the banks weaker; it’s made them stronger.
• The health of the banking system is akin to taking a blood sample of the economy.
• Banks have deposit problems. They have too much cash and are not making enough loans.
• Regulatory relief expected as banks are flush with capital. Buybacks and dividend raises are expected to follow successful Fed stress tests.

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