Herman Chan

speaker
103 appearances 23 recordings 2 series first heard Dec 2025 last heard 14 Jul

Herman Chan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
9 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 23 in all, peaking in Apr 2026 with 9.

Appearances

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The banks really hit it out of their park.
That was really driven by equities trading results.
Had high expectations heading into the quarter, and the banks easily cleared that, highlighted by J.P.
Morgan's equity trading revenue up 86% year over year.
They try to talk down results, and you've seen that with Jamie Dimon's commentary today in the earnings release.
Jamie's also been doing this pretty frequently and consistently when he's speaking to investors in conferences and the like.
So he's mentioned in the past that the bank's over-earning.
That's driven by some of the activity on the capital market side and also on the credit cost side.
We're expecting really strong results across the banks that are reporting on Tuesday.
Consensus is expecting about 20% year-over-year EPS growth, and that's really driven by a plethora of factors, investment banking, trading, and also your bread-and-butter core lending activity where we're seeing strong lending growth, particularly in commercial where businesses are being more comfortable with the operating backdrop given the fact that
They've dealt with a lot of risk over the past 12 months.
So increased uncertainty regarding geopolitical issues and also on the tariff side.
But it seems like those worries are now receding.
So we're seeing a strong backdrop for lending, which is really helpful for the overall economy of the United States.
We're expecting really strong results across the banks that are reporting on Tuesday.
Consensus is expecting about 20% year-over-year EPS growth, and that's really driven by a plethora of factors, investment banking, trading, and also your bread-and-butter core lending activity where we're seeing strong lending growth, particularly in commercial where businesses are being more comfortable with the operating backdrop given the fact that
They've dealt with a lot of risk over the past 12 months.
So increased uncertainty regarding geopolitical issues and also on the tariff side.
But it seems like those worries are now receding.
So we're seeing a strong backdrop for lending, which is really helpful for the overall economy of the United States.
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