Expected Moves

Q3 2026 earnings print focusing on net interest margin (NIM) stabilization and updated Commercial Real Estate (CRE) provisions.

End-of-year comprehensive update on CRE asset quality, loan defaults, and provisioning ahead of FY27.

Q4 earnings and full-year 2027 guidance, digesting the impact of a normalized Fed Funds rate (3.63%) on loan demand.

First-quarter results to assess whether the peak in funding costs has fully materialized into P&L leverage.