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BANKING OUTLOOK 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
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
Fed raises rates, but uncertainty reigns amid banking crisis
Markets
Fed raises rates, but uncertainty reigns amid banking crisis
A tightening of bank lending could tilt the balance on the economy and future rate hikes or cuts.
Preston Caldwell | 22 March 2023
Why this is a must-watch Fed meeting
Markets
Why this is a must-watch Fed meeting
The Fed may raise rates again, but its signals on the banking crisis and future rate hikes will be key for the markets.
Jakir Hossain | 21 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
Rising rates a ‘significant tailwind’ for Westpac earnings: Morningstar
Stocks
Rising rates a ‘significant tailwind’ for Westpac earnings: Morningstar
Progress on cost cutting and cash rate on positive trajectory to benefit the only undervalued major bank.
Nicola Chand | 11 May 2022
Aussie banks $34bn surplus points to more shareholder dividends, buybacks
Stocks
Aussie banks $34bn surplus points to more shareholder dividends, buybacks
Australia's largest banks have excess capital because they cut dividends, were more conservative on lending, divested assets and raised equity last...
Emma Rapaport | 06 July 2021