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JPMorgan president says loan demand declining, US economic slowdown weighs

Published 06/02/2023, 12:30 PM
Updated 06/02/2023, 12:35 PM
© Reuters. FILE PHOTO: Daniel Pinto, President and chief operating officer of JPMorgan Chase & Co, attends the Global Financial Leaders' Investment Summit in Hong Kong, China November 2, 2022. REUTERS/Tyrone Siu
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By Nupur Anand and Lananh Nguyen

NEW YORK (Reuters) - JPMorgan Chase & Co (NYSE:JPM)'s President and Chief Operating Officer Daniel Pinto said loan demand is declining at a time when regional and small banks are also tightening credit.

"There is no doubt that regional banks and smaller banks are building up liquidity, building capital, so they are lending a bit less," Pinto told investors on Friday. "I don't think that the big banks have really changed their lending standards... there is not a huge amount of loan demand in the first place."

Consumption remains positive, but there are some indications the economy is slowing, Pinto said. He expected the Federal Reserve to raise rates further.

"Likely the Fed will get to run towards 5.5% and then they will pause" to assess whether efforts to curb inflation have succeeded, Pinto said. If inflation accelerates further, the Fed could raise rates 50 basis points with a series of smaller rate hikes, he said.

There will be a "recession at some point," Pinto said. "But I don't see for the moment, a crisis. It's just a slowdown in the economy," he said.

Pinto joined rivals in warning the slowing economy and uncertain outlook will make this year tough for investment banking, but he stressed JPMorgan will keep investing in mergers and acquisitions.

JPMorgan's revenue for investment banking and trading are expected to decline 15% in the second quarter, Pinto said last month at the bank's annual investor day.

Uncertainty and increased market volatility as central banks approach the end of their monetary tightening cycles have dented investment banking demand.

Rival Goldman Sachs (NYSE:GS) has said its dealmaking and trading revenue may slide by 25% in the second quarter, leading to job cuts.

© Reuters. FILE PHOTO: Daniel Pinto, President and chief operating officer of JPMorgan Chase & Co, attends the Global Financial Leaders' Investment Summit in Hong Kong, China November 2, 2022. REUTERS/Tyrone Siu

Andy Saperstein, co-president of Morgan Stanley (NYSE:MS), warned on Wednesday that trading results will be "notably down" in the second quarter versus a year earlier, while "investment banking is also very challenged."

Bank of America Corp (NYSE:BAC) expects investment banking fees and trading revenue to be broadly flat this quarter.

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