花旗集团首席财务官Mark Mason在媒体电话会议中指出，消费者部门展现出显著韧性，与投资银行客户的讨论持续深化。他特别强调，医疗保健和科技领域在北美市场并购活动活跃，同时关税对话持续进行，潜在并购和股权交易的参与度增强。市场在4月初经历暂停后迅速恢复，这反映出企业对不确定性的适应能力提升；CEO们已学会在波动市场中导航，预计投资银行活动将加速回升。
季度净信贷损失主要源于信用卡组合，信贷损失准备（ACL）的建设涉及俄罗斯风险转移及无法分配的客户股息。此外，ACL增长还与特定公司降级相关，源于借贷组合风险。展望未来，员工人数可能继续下降趋势；尽管2025年下半年经济活动预计软化，但衰退风险已降低。消费者支出可能进一步冷却，但关税对通胀的影响有限；财富管理方面，净新资产预计保持增长势头。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.