Capital Allocation And Cost DisciplineAnalyst points to disciplined cost control and a 3.5 million share repurchase as signals of management confidence that can help lift per-share earnings.
Capital Markets PerformanceAnalyst highlights that record Corporate & Investment Banking revenue and strong trading results produced an earnings beat, reinforcing revenue diversification beyond core lending.
Net Interest Margin ExpansionAnalyst notes industry-leading net interest margin expansion driven by wider deposit margins, tighter mortgage discipline, and a mix shift toward higher-yielding card products, which should support net interest income growth.