Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Head Line 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3

Head Line 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3

Head Line 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3

Head Line 4
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Register
Lorem Ipsum
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Head Line 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Head Line 4
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
- Lorem ipsum 1
- Lorem ipsum 2
- Lorem ipsum 3
Q2'25 Outlook for Commercial Banks: Assessing Bank Performance In An Uncertain Economic Environment
The fundamental environment had improved significantly for US banks heading into 2025.
Peak competition for deposits and the worst-case fears for credit deterioration were in the rear-view mirror and banks and their investors were hopeful that the new Trump administration would offer a friendlier regulatory and pro-growth environment.
However, the view toward the
banking sector has changed in the aftermath of new tariffs announced by the Trump administration, which exceeded most economists’ expectations both in scope and size.
It is difficult to assess how tariffs will impact U.S.
banks, particularly given how quickly the situation is evolving, but the presence of such a high level of tariffs increases the risk of a recession and threatens a resurgence in capital markets activity.
During this discussion, we’ll examine the latest outlook for the U.S.
economy, as well as share our proprietary projections for commercial bank performance to show how the current operating environment will impact U.S Commercial Banks.
Speakers

Beth Ann Bovino
Chief Economist
US Bank

Nathan Stovall
Director of FIG Research
S&P Global Market Intelligence

Maureen McKenna (Moderator)
Head of Partnerships and Business Development
S&P Global Market Intelligence
Register Now
Q2'25 Outlook for Commercial Banks: Assessing Bank Performance In An Uncertain Economic Environment
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.