Banks ready to weather headwinds from trade, geopolitical conflict
Robust trading activity amid high market volatility boosts banks' earnings
Consolidation among upstarts highlights difficulty of competing with Big Five
Revenues and earnings decline in the second quarter amid growing economic uncertainty
Trade disruptions weighing on the economic outlook, and specific sectors' prospects
Banks reported solid results, but signal caution ahead
Lending to non-banks growing rapidly, bringing risks too
Firms would be restricted from providing lending products to retail investors
Market optimism has waned in the face of tariffs, policy volatility
Auto loan delinquencies on the rise, as the economic outlook dims