Updated
Updated · CNBC · Sep 15
Bank of America Warns Q3 Investment-Banking Fees Will Fall More Than 10%
Updated
Updated · CNBC · Sep 15

Bank of America Warns Q3 Investment-Banking Fees Will Fall More Than 10%

3 articles · Updated · CNBC · Sep 15

Summary

  • More than 10% is how far Bank of America expects third-quarter investment-banking fees to drop from a year earlier, CEO Brian Moynihan told analysts, reversing the bank's 50% growth in the second quarter.
  • Dealogic data showed the broader investment-banking market down 10%, and Moynihan said Bank of America is "not as well positioned" as rivals with more activity, leaving it likely to underperform that decline.
  • 5.14% was the stock's drop after the warning, which also came with a flat trading-revenue outlook and fee guidance of $1.6 billion to $1.8 billion, below expectations near $2 billion.
  • The weak forecast adds to signs that Wall Street's AI-fueled advisory and trading boom may be fading as higher Treasury yields and borrowing costs weigh on dealmaking.

Insights

Why is Bank of America aggressively hiring for its investment banking team while simultaneously bracing for a sharp revenue decline?
Are Wall Street executives intentionally downplaying Q3 expectations to mask a massive strategic pivot toward middle-market monopolies?
Could a looming wave of baby-boomer retirements be the secret weapon saving Wall Street from a major capital markets slowdown?