Portfolio management

Zions Bancorp. is among the latest banks to report material losses due to alleged borrower fraud. Stocks of regional lenders plunged on Thursday.

The Federal Open Market Committee's decision to reduce interest rates for the first time in nine months lifted bank stocks Wednesday. The 25-basis-point reduction could lead to net interest income headwinds now, but loan growth later, analysts said.

The KBW Nasdaq Bank Index is down more than 7% year to date. Analysts blame confusion caused by President Trump's evolving tariff policies and heightened worries about an economic downturn that could hurt banks' credit quality.

A slower rate of price increases would boost the likelihood of an interest-rate cut that could expand loan demand and lower banks' deposit costs. A higher pace of inflation, however, could derail those catalysts.

Shares in U.S. banks weren't immune to a global market sell-off, as worries mounted over whether the U.S. economy's recent resilience is faltering. The turmoil hit some tech stocks hard and led to the worst day for Japanese stocks since the 1980s.

The market appears strongly divided, as commercial real estate presents investors with stark choices and big risk-management decisions, often differing by region and by sub-sector.

The size of their returns during the past decade belie their negative yields so far this year.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

Bank of America's fourth-quarter mortgage origination volume more than doubled on a year-over-year basis, a faster pace of growth than two of its national banking peers.

Fourth quarter gain on sale margin moved in opposite directions at two of the nation's largest banks, falling 9% quarter-over-quarter at JPMorgan Chase, but increasing 25% at Wells Fargo.

Wells Fargo and JPMorgan Chase recorded stronger mortgage originations in the second quarter as rates fell, but profits from single-family loans were lower than a year ago due to decreased servicing revenue.

Meridian Corp. may have breached sales agreements after originating nearly $100 million in loans in a state where it lacked a license.

Citigroup's first quarter mortgage-related revenue increased compared with the fourth quarter — although down slightly from the same period last year — as its lending operations continued to contract.

Software startups say bringing borrowers, builders and lenders onto one digital platform can remove some of the risks lenders faced during the crisis.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.