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BANKING BAD News & Analysis

Our view of Australian banks
Stocks
Our view of Australian banks
Our latest banking industry pulse explored the state of the industry.
Nathan Zaia | 14 April 2024
Top ASX banking opportunities
Stocks
Top ASX banking opportunities
Bank shares rally as bad debt concerns ease but look overvalued.
Nathan Zaia | 11 April 2024
Why bank bailouts may be making the financial system more fragile
Markets
Why bank bailouts may be making the financial system more fragile
Morningstar's James Gruber says the bailouts of SVB and Credit Suisse have received little pushback, yet they should as they make another financial...
James Gruber | 28 March 2023
UBS-Credit Suisse deal: This great banking nation now looks like a banana republic
Markets
UBS-Credit Suisse deal: This great banking nation now looks like a banana republic
Over years working in global capital markets, I transacted billions of dollars of bond issues with Credit Suisse, Swiss Bank Corp and UBS. I never...
Graham Hand | 23 March 2023
Why the UBS takeover of Credit Suisse is bad for bondholders
Fixed Income
Why the UBS takeover of Credit Suisse is bad for bondholders
Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.
Antje Schiffler | 20 March 2023
The outlook for the big four banks
Stocks
The outlook for the big four banks
Bank margins will continue to benefit from rising interest rates, but mortgage stress could present challenges.
Christine St Anne | 12 January 2023
Why are banks selling off as rates rise? Morningstar explains
Stocks
Why are banks selling off as rates rise? Morningstar explains
Faster interest rate hikes from the Reserve Bank have markets worried about bad debts, says Morningstar banking analyst Nathan Zaia.
Nathan Zaia | 15 June 2022
Can you still bank on the banks? Editor’s note
Stocks
Can you still bank on the banks? Editor’s note
The selloff has a whiff of short-term panic about it.
Lewis Jackson | 10 June 2022
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 29 January.
Lex Hall | 31 January 2021
Tailwinds fade from Australia's largest banks
Stocks
Tailwinds fade from Australia's largest banks
CBA, NAB, WBC and ANZ all traded higher this week on the rotation from growth to value, but analysts are struggling to put together an exciting...
Emma Rapaport | 12 November 2020