What to Watch for in Second-Quarter Bank Results

The video discusses the financial outlook for banks, focusing on first quarter earnings, which are expected to show flat revenue growth and increased credit costs. Earnings per share (EPS) growth is anticipated to be driven by share buybacks rather than organic growth. The discussion also covers the impact of capital return programs on stock prices, noting that high dividend yields and buybacks have not supported stock performance. Looking ahead, the video projects slower net interest income growth and flat earnings by the end of the year, suggesting challenges for 2020.

Why might the banks with the highest gross yields have underperformed the market?

What are the expected trends in net interest income growth throughout the year?