Quarterly Banking Profile: Banking net income $77.7B in Q4 2025

The banking industry reported full-year net income of $295.6 billion in 2025, up $27.5 billion from 2024; Q4 2025 saw a net income of $77.7 billion.
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ABA DataBank: Consumer confidence surprises to the upside

Consumer confidence has improved and could support resilient demand for consumer credit in the near term; this may impact lending practices.
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ABA DataBank: December home price appreciation moderates

• Home values have risen, increasing home equity for borrowers and potentially reducing default risk. • The moderation in December's home price appreciation suggests a more stable housing market.
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Citi sells another 24% of Banamex

Private-equity firm General Atlantic, Brazilian bank BTG Pactual and funds managed by Blackstone and Qatar Investment Authority are among buyers of as much as 4.9% each; no explicit mention of Texas or Texas credit unions.
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JPMorgan’s Dimon: ‘My anxiety is high’ over future credit cycle

JPMorgan CEO Jamie Dimon expresses concern over current economic conditions, comparing them to the years leading up to the 2008 financial crisis. Elevated asset prices and competitive landscape are noted as potential risks.
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Spotlight: At National Bank of Indianapolis, governance balances tradition and transformation

- The board at National Bank of Indianapolis emphasizes a balance between tradition and transformation. - They aim to serve shareholders, employees, and the community effectively.
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Factory orders decreased in December

Manufactured goods orders decreased by $4.3 billion or 0.7% in December 2025; the decline follows a November increase of 2.7%. This economic indicator may affect lending and credit risk assessment for credit unions.
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Billionaires on the rise

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Financial fraud threats to seniors are continuous

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Survey: Banks regain status as one of the most trusted institutions

Public trust in banking has recovered since the 2008 financial crisis according to a Gallup survey. However, U.S. public trust remains below pre-crisis levels compared to other countries.
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Banks boost venture capital deals to scale AI

Wells Fargo and Citi led AI VC investments; financial services industry focuses on building and scaling AI technology.
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Why banks are struggling to deliver ROI on AI investments

95% of organizations see zero return on AI investments; banks are responding by reassessing their AI strategies and focusing on more tangible use cases.
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ABA DataBank: Joblessness rose in 2025 for white-collar jobs

The article discusses the rise in joblessness for white-collar jobs due to increased AI implementation. It highlights how businesses have scaled back their payrolls as a result of automation.
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New homes sales fell 1.7% in December

Sales of new single-family houses in December 2025 were at a seasonally-adjusted annual rate of 745,000, down from November's rate but up from the same month last year; This information provides insight into housing market trends which can be useful for credit unions considering mortgage lending and risk management strategies.
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Final: Consumer sentiment edged up 0.2 points in February

- Consumer sentiment edged up 0.2 points in February to 56.6. - The Current Economic Conditions Index increased 1.2 points from the previous month but remains down significantly year-over-year.
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From the Vault: The birth of savings banks

• The first savings banks in the United States were established in Boston and Philadelphia in 1816. • Savings banks originated in Europe during the mid-18th century.
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ABA DataBank: PCE inflation surprises to the upside in December

Inflation may be more persistent than previously thought; higher prices pressure margins and affect credit performance and consumer sentiment.
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ABA DataBank: GDP misses expectations

The U.S. economy expanded moderately in 2025 with strong services sector; loan demand could remain healthy in the services sector.
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Klarna pursues more banking customers

Klarna is expanding its customer base by targeting long-term loan and debit card users; the company has experienced two consecutive quarterly losses.
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TD aims to retain its branch ‘essence’ amid brand refresh

TD aims to retain its branch ‘essence’ amid brand refresh; focuses on digital banking to meet evolving consumer expectations and deepen relationships.
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Report: Democrats demand Fed release info on bank supervision changes

Democrats demand the Federal Reserve release information on recent changes to its bank supervision division; Fed staff reportedly unhappy with these changes.
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U.S. trade deficit widened in December

The U.S. trade deficit increased significantly in December 2025; the deficit was $70.3 billion, up from $53 billion in November. For the year, the deficit decreased slightly by $2.1 billion.
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Pending home sales fell in January

- Pending home sales in January dropped 0.8% from the prior month and 0.4% year over year. - The information comes from the National Association of Realtors.
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Mortgage rates drop

The 30-year fixed-rate mortgage rate dropped to 6.01%, while the 15-year fixed-rate mortgage rate fell to 5.35%. This information may impact member borrowing decisions and credit union loan pricing strategies.
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Housing coalition endorses ABA recommendations for easing corporate alternative minimum tax burden

- Housing coalition supports ABA recommendations aimed at reducing the corporate alternative minimum tax burden on banks. - The recommendations are seen as a way to ease compliance for financial institutions.
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