American Express and Wells Fargo are among Nomura's favored financial stocks ahead of fourth-quarter earnings.
The strong dollar could threaten 2015 earnings for the largest U.S. banks, but Citigroup looks especially exposed, according to a pair of analyst reports.
Expectations for rising interest rates may be confounded once again in 2015, FBR Capital Markets argued as it unveils top financial sector picks.
Declining oil prices and their potential impact on the Texas economy are likely to be a concern when Lennar and KB Home report fourth-quarter earnings next week.
Wall Street regulators could learn something from Goldman Sachs when it comes to making rules on banker pay, according to a well-known compensation consultant.
The structure of Wall Street compensation still needs improvement, according to pay consultant Alan Johnson.
Wall Street pay isn't what it used to be, but it still beats most everything else out there.
Goldman Sachs still pays employees astonishingly well, though private equity and hedge funds pay better in many cases.
General Electric has a better dividend yield than its peers, but investors are better off buying Honeywell or ITT, a pair of veteran analysts say.
Citigroup and other big banks including Bank of America will see double-digit percentage gains in 2015 on an improving economy and easing regulatory burdens.