Strong Price Momentum meets the start of Conference Season – Investor Thoughts; HBAN & RF Investor Updates Bill Hebel February 10, 2026 8:06 AM
Bank & Rates Strategy (Video): Recent FOMC Meeting Commentary and Kevin Warsh selection continues to favor Banks Bill Hebel February 2, 2026 2:52 PM
2026 – The Revenge of the Regionals – Capital Rationalization and Deregulation to Drive Better Returns – Reiterate Sector Outperform on USB and Sector Underperform on WFC Bill Hebel January 8, 2026 4:05 PM
Financial Strategy: Current Economic Outlook & “The Higher Speed Limit” – Positive Backdrop for the Banks into ’26 Bill Hebel December 19, 2025 3:41 PM
Macro meets Micro: Thoughts on this week’s Bank and Fed presentations; Raising estimates at KEY Bill Hebel December 12, 2025 7:13 AM
Revisiting the Regionals Ahead of next week’s Conference; Upgrading US Bancorp (USB) to Sector Outperform Bill Hebel December 5, 2025 7:43 AM
