We also like U.S. bank stocks, with steeper yield curves set to boost lending margins, and prospects for deregulation and increased payouts. (blackrockblog.com)
Part of the problem is the BOJ maintaining its easy monetary policy, which erodes lending margins and yields from investments in government bonds. (cnbc.com)
We believe the Federal Reserve's quarter - point interest rate increase in December 2017, as well as potential rate hikes in 2018, will benefit bank lending margins more than the rate increases that occurred over the last 12 to 18 months. (hennessyfunds.com)