Ebrahim Poonawala
Head of North America Bank Research at BofA Global Research, providing analysis on bank valuations, private credit risks, AI implications, and industry trends based on conference discussions and research.
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Mar 11, 2026 • 26min
Falling bank multiples, elevated risks: AI, credit, and the macro
Ebrahim Poonawala, Head of North America Bank Research at BofA Global Research, offers concise market-savvy analysis. He discusses falling bank valuations and investor recalibration. He explores AI’s efficiency gains and risks to jobs and credit. He examines private credit concerns, regional bank opportunities, and how digital assets and M&A could reshape industry dynamics.
