Richard Davis
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HOUSE_OVERSIGHT_014344.jpg
This document from a Bank of America Merrill Lynch conference provides an analysis of TCBI and a brief note on US Bancorp. For TCBI, it discusses expectations for energy book provisioning, continued mortgage growth despite a downshift, a potential EPS boost from the next rate hike, and a cautious approach to CRE lending. For US Bancorp, CEO Richard Davis expresses a strong growth outlook, believing businesses will drive economic recovery.
Financial research brief
2025-11-19
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