What Is The 4Q Outlook for Big Banks?

The video discusses increased volatility in the 4X market, contrasting with the bond market. It examines the performance of major banks like Citi and JPMorgan in the fourth quarter, noting a downturn in trading. New regulations require banks to increase capital buffers, potentially affecting dividends and buybacks. JP Morgan plans minor adjustments to comply without major business changes. The video also covers a FINRA investigation into IPO pitches, highlighting issues with promises made by bankers and research analysts, referencing a past settlement aimed at separating research from investment banking.

What factors contributed to the volatility observed in the 4X market?

How did the performance of banks in the fourth quarter compare to previous quarters?

What new regulations are being proposed for banks regarding capital cushions?

What impact do the increased capital requirements have on US banks compared to international banks?

What issues arose from the IPO pitches related to Toys R Us and the actions of bankers?