Bank Earnings – Investment Banking Updates

Investment Bank Revenue Outlook 2025-26: Equities Lead, Advisory Surges, Trading Cools

Leave a Comment / Bank Earnings, Capital Markets, Equities, Investment Banking, Market Outlook / By Owen A. Radcliffe

Global investment bank revenues are projected to rise about 10% in...

Equities trading is expected to grow ~15% in 2025, with equity der...

FICC and advisory/origination are also forecast to grow in 2025, b...

Banks like Morgan Stanley, Bank of America, and JPMorgan are alrea...

Mizuho Eyes Boost in US-Japan M&A as Profit Forecasts Point Higher

Leave a Comment / Bank Earnings, Cross-Border M&A, Investment Banking, Japan Banking, Mergers & Acquisitions, US Markets / By Owen A. Radcliffe

Mizuho CEO Masahiro Kihara expects U.S. and Japan investment banki...

The Greenhill & Co. acquisition has materially upgraded Mizuho’s...

Mizuho raised its full-year net income target to ¥1.02 trillion, ...

Strategically, the bank aims to rank among the global top 10 in in...

What JPMorgan’s Expense Warning Reveals About Margins, AI Investment & Credit Risk

Leave a Comment / AI in Finance, Bank Earnings, Banking, Credit Risk, Financial Markets / By Owen A. Radcliffe

JPMorgan now expects 2026 expenses of about US$105 billion, roughl...

Higher costs stem from volume growth in consumer banking, strategi...

The expense guidance triggered a roughly 4–4.7% drop in JPMorgan...

While management sees modest near-term growth in investment bankin...

Q3 2025 Sees Investment Banking Rebound & Trading Surge—Cautious Optimism Ahead

Leave a Comment / Bank Earnings, Capital Markets, Financial Regulation, Investment Banking, Mergers & Acquisitions, Trading & Markets / By Owen A. Radcliffe

Executive Summary The last two quarters of 2025 have ushered in a sharp rebound in investment banking (IB) activity in the U.S., led by major banks which reported double‐digit year-over-year fee growth in advisory, underwriting, and equity/debt markets. Trading revenue has also surged, helping to lift net profits, while analysts and bank leaders project continued …

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UBS Investment Banking Drives Profit Surge Amid Regulatory and Risk Hurdles

Leave a Comment / Bank Earnings, Banking Regulation, Investment Banking, Risk Management, Wealth Management / By Owen A. Radcliffe

Executive Summary UBS has delivered robust investment banking performance in recent quarters, led by strong Global Banking and Global Markets revenue growth. The bank’s ongoing integration of Credit Suisse is ahead of schedule, enabling cost savings and gains in operating efficiency. However, regulatory pressure—especially potential changes to Swiss capital requirements—and exposure to risk in its …

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Wall Street Investment Banking Revenues Surge in Q3 2025 Amid M&A, Strong Regulation

Leave a Comment / Bank Earnings, Financial Regulation, Investment Banking, Mergers and Acquisitions, Wall Street Banks / By Owen A. Radcliffe

Gist Wall Street’s top five banks—JPMorgan, Goldman Sachs, Morgan Stanley, Bank of America, and Citigroup—are expected to report combined investment banking (IB) revenues of about $9.1 billion in Q3 2025, marking the first time since Q4 2021 they’ve crossed the $9 billion mark. [1][2] This represents a ~13 % year-over-year increase, and a ~50 % …

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