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THIS WEEK'S 
REPORT:

November 21, 2025: The BAN Report: Regional Bank CEOs on 5/3 & Comerica / Fed Cuts Oversight / Small Biz Squeeze / Uneven Office Recovery

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November 13, 2025: The BAN Report: Government Reopens/ Two Consumers / Marks on Cockroaches / PE Stumbes in Roofing

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November 6, 2025: The BAN Report: Bank M&A Soars / Burry Shorts AI / Desperate Home Builders / Gates Relaxes on Climate / FICO Fight

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October 30, 2025: The BAN Report: Fed Cuts / The $9 Trillion Liquidation / Banks Defend Credit Markets / Big Banks Fight Higher Cap / Stop Texting During Meetings!

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October 24, 2025: he BAN Report: Inflation Cools / Another Cockroach / San Fran Comeback / NBA Gambling Scandal / Webinar Recap

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October 17, 2025: The BAN Report: Bank Earnings Roundup / Cockroaches / NFL as a High School Cafeteria / Class B Love / Webinar Next Tuesday

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October 10, 2025: The BAN Report: The 5MM IL Senior Housing Loan / First Brands Postmortem / 53 Buys Comerica / Community Bank Regulatory Relief / Cash-Strapped Millionaires

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September 25, 2025: The BAN Report: CRE Comeback / Stalling RTO / Shutdown Cost / H-1B Visa Changes / ABS Cracks / The 3MM Wyoming Hotel Portfolio

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September 18, 2025: The BAN Report: Fed Cuts / CFPB Update / Diversification, Schmerfication / Unrealized Relocation Savings / How Vietnam Won Sneakers

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September 11, 2025: The BAN Report: Inflation Picks Up / Economy Softening / Tricolor Liquidates / PNC Flexes / Detroit Comeback

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September 4, 2025: The BAN Report: Tariff Refund Rattles Bond Market / FDIC Quarterly Banking Profile / Banks Hiding Troubled Loans: FT / Cracker Barrel / The 4MM Dayton Retail Loan

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August 25, 2025: The BAN Report: Lower Rates? / Resilient Stock Market / Big Retailers Thrive / Yieldstreet's Troubles / Shari's Story

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August 18, 2025: The BAN Report: Inflation's Back / Q2 Call Reports Review / Fading American Dream / Hold My Water

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August 4, 2025: The BAN Report: Strong Economic News / Tariff Update / AI Spending Soars / Pinnacle & Synovus Merge / Webinar Next Tuesday-Mid-Year Banking Briefing: Policy Shifts, Market Resilience & What's Ahead

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July 25, 2025: The BAN Report: The 25MM ATX Multifamily NPL / Tariff Update / Top Performing Banks / Housing Slump / Vegas Slips / Suburban Office

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July 18, 2025: The BAN Report: Bullish Bank Earnings / Powell Successor / Tariffs Boost Defaults / Summer Vacay Cuts / Art Market Deflates

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July 11, 2025: The BAN Report: Big Beautiful Bill Impact / Divided Fed / Dallas Soars / Industrial Vacancy Climbs / The Sunset of Soft Servicing

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June 26, 2025: The BAN Report: Regulatory Update / FSB on CRE Private Credit / GSEs Consider Crypto / FICO Adds Buy Now, Pay Later Loans / RIP Fred Smith

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June 20, 2025: The BAN Report: Fed Keeps Rates Steady / ICE Raids Shake Labor / The $10BB Franchise / Bank M&A Steady / Webinar Recap

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June 12, 2025: The BAN Report: Tariff Update / Inflation Eases / Hampton Inn / Supersonic Travel / Webinar Next Tuesday-The CRE Lending Comeback: Growth Returns, But Risk Remains

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June 6, 2025: The BAN Report: US Debt Concerns / Wells Free / US Manufacturing Comeback? / HELOC Securitizations

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May 29, 2025: The BAN Report: Fed Waits / Tariffs Stopped by Court / FDIC Quarterly Banking Profile / NDFI Boom / Housing Market Stalls

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May 16, 2025: The BAN Report: US/China Truce / Household Debt Report / CFPB Update / Davos King Falls / Funeral Homes Evolve

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May 8, 2025: The BAN Report: Don't Rush Us Says Fed / US and UK Trade Deal / CMBS Delinquency Spikes / Wells Exec Fights OCC / The 220MM SBA 7(a) Unguaranteed Loan Portfolio

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May 1, 2025: The BAN Report: The 220MM SBA 7(a) Unguaranteed Loan Portfolio / Speed Bump or Recession? / Bond Vigilantes Lash Out / New CEO at Tesla? / Successful Office Conversion / Why Not Toledo?

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April 24, 2025: The BAN Report: Consumer Gut Check / Powell Safe / Foreign Tourists Stay Home / Sunbelt Growth Slows / Webinar Recap

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April 17, 2025: The BAN Report: Q1 Bank Earnings / Powell Warns / CFPB Next Steps / NDFI Boom / Webinar Next Tuesday

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April 10, 2025: The BAN Report: Bond Chaos Yields Tariff Pause / Services, Not Plastics / Twitter Turnaround / Michelle Bowman

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March 27, 2025: The BAN Report: The 10MM PR CRE Loan Portfolio / Recession Fears Grow / M&A Boom Stalls / Electricity Demand Surges / GSA Disposition Plans / Burrito Bonds

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March 20, 2025: The BAN Report: Fed Steady as She Goes / CFPB Update / Office Bottom? / Private Credit Expands / Fighting Brands

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March 13, 2025: The BAN Report: Consumer Buckles / Tariff Update / Southwest Loses its Soul / LA Rebuilding

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February 27, 2025: The BAN Report: Recession Fears / DC Recession? / The Rich Drive Consumer Spending / New SBA Administrator / Austin Multis Struggle

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February 20, 2025: The BAN Report: Rate Cuts in '25? / RTO Mo / FHA & VA Delinquencies Rise / Zoning Impact on Housing Costs

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February 13, 2025: The BAN Report: Inflation Rises Complicating Trump Agenda / Trump Picks OCC, CFPB Heads / Defining Illegal DEI / Hedge Fund Fees / Senior Housing to Rise? / Webinar Recap

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February 6, 2025: The BAN Report: Chopra, You're Fired / Federal Buyout Expires Today / Twitter Loans Sell at Near Par / Honeywell Splits / New De Novo Push / Webinar Tuesday

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January 31, 2025: The BAN Report: AOBA Recap / Lagging Loan Growth for Regionals / Tariffs and Inflation Challenge Fed / The Anti-Social Century

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January 24, 2025: The BAN Report: The Trump Effect / Doge Launches / Store Closings / Midwest is the Best for Multis

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January 17, 2025: The BAN Report: Bank Earnings / California's Wildlife Insurance Catastrophe / CFPB Changes / JPM RTO / Bourbon Boom Over

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