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Parshwa Turakhiya

10.03.2026

Stephanie Link: BAC projects 7 percent NII growth strong IB momentum — BAC expects 7 percent NII growth

Bank of America sees no change to its solid fundamentals according to conference notes.

Stephanie Link shared that first-quarter net interest income is expected to increase by 7 percent year over year, with wealth management flat and investment banking up 10 percent. Loan growth is described as strong out of the gate and led by commercial lending, outpacing H.8 data.

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These projections on Bank of America's commercial lending strength align with recent trends in U.S. loan growth, where overall lending activity saw a notable uptick earlier this year. For additional context on sector-wide dynamics and year-over-year expansion, see the analysis of how U.S. loan growth rose 7.6 percent in January.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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