Possible scenario
Credit Costs Offset
20% Chance
The market shifts attention from net interest income to asset quality. If consumer, credit-card, or commercial real estate losses rise, the $107 billion NII outlook may not translate into higher net earnings.
Secondary impacts
- Finance -0.3%
Tickers
- JPM-1.4%
- COF-0.8%
- BAC-0.4%
- WFC-0.4%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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