Morningstar's Compton on U.S. Bank Earnings

The video discusses the current state of the banking industry, highlighting the positive fundamentals but also the high expectations set by the market. It explores the major drivers of stock performance, such as interest rates and loan growth, and the challenges banks face with rising wage pressures and inflation. Advisory fees and their impact on bank performance are also analyzed.

What is the expected trend for loan growth in the banking industry?

What role do advisory fees play in the performance of banks?