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

newest first · ▶ plays the moment
Bloomberg News Now · Merz Aims to Rein In Macron, Powell to Attend Cook Hearing, More · 20 Jan 2026 podcast
So we'd expect that to continue.
Bloomberg News Now · January 14, 2026: Trump Tells Reuters Powell Plan, Venezuela War Powers Vote, More · 15 Jan 2026 podcast
lot of sector rotation into banks and financials in general.
And you have a higher bar and higher expectations heading into the fourth quarter results.
You saw that with JP Morgan yesterday where the stock was down.
And now you've seen Bank of America, Citi and Wells Fargo also weaker in today's trading session.
I would say that Wells Fargo missed estimates.
And then there is a much tighter focus on expenses, especially with JP Morgan's
estimate of 9% expense growth for 2026.
So that's really front and center for a lot of these banks.
Bloomberg News Now · Trump Tells Reuters About Fed, Venezuela War Powers Vote, More · 15 Jan 2026 podcast
lot of sector rotation into banks and financials in general, and you have a higher bar and higher expectations heading into the fourth quarter results.
You saw that with JP Morgan yesterday where the stock was down, and now you've seen Bank of America, Citi, and Wells Fargo also weaker in today's trading session.
I would say that Wells Fargo missed estimates, and then there is a much tighter focus on expenses, especially with JP Morgan's
an estimate of 9% expense growth for 2026.
So that's really front and center for a lot of these banks.
Bloomberg News Now · Stocks Fall, Report: US Freezing Some Visa Processing, More · 14 Jan 2026 podcast
Trading revenues looks like it beats by a touch.
So that's great to see.
And then on the provision that was down for bad debt.
So it looks like credit quality is holding up really strong for them as well.
And lending is fairly flat relative to analyst estimates.
Bloomberg News Now · Trump Tours Ford Plant, Trump to Iran: "Help Is on Its Way," More · 13 Jan 2026 podcast
The beats were really strong, especially on the market side.
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