Investors Are Finally Banking on Big Banks

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Investors Are Finally Banking on Big Banks
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Heard on the Street: Bank earnings that merely aren't bad might not be good enough anymore for investors

There were many things working against U.S. lenders in the second half of last year: falling interest rates, sticky deposit pricing, tepid loan growth, uncertain changes in capital rules and choppy capital markets.

It was all too easy to expect their performance to reflect that.
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