Bank of America: deposit costs peaked before consensus thinks

The expensive part of the funding rebuild is behind this bank. The market is still modelling it as ahead.

Elena Petrova@elena_petrova

Evidence · 2 cards

The case

Bank of America: deposit costs peaked before consensus thinks

The expensive part of the funding rebuild is behind this bank. The market is still modelling it as ahead.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

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BACLong

Miss

Entry$40.82

Resolved$39.47

45d horizon

PositionNo position

Compensation

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.