Wells Fargo’s Comeback Play: Why CFRA Thinks It’s Back in the Game

Written byAdam Shapiro
Thursday, Jul 10, 2025 4:14 pm ET1min read
Aime RobotAime Summary

- CFRA analyst Alexander Yokum highlights Wells Fargo's asset cap removal as a potential major turning point for its post-scandal recovery.

- The analysis covers tariff impacts on lending, deposit growth forecasts, and credit risk exposure amid regulatory changes.

- Regulatory capital flexibility could unlock shareholder returns while investors await key metrics from upcoming earnings calls.

📺 Wells Fargo’s long road back from scandal and regulatory limits may finally be over.

In this in-depth discussion, Alexander Yokum, CFA, Senior VP of Equity Research at CFRA, breaks down why the lifting of the asset cap could mark a major turning point—and what investors should watch next.

We also cover: – Tariff impacts on lending – Deposit growth outlook – Credit quality and risk exposure – What Alexander wants to hear from the next earnings call – How regulatory capital levels unlock shareholder returns

If you’re tracking the big banks—or debating whether

is worth your attention—this one’s for you.

author avatar
Adam Shapiro

Adam Shapiro is a three-time Emmy Award–winning content creator, former network news correspondent, and founder of the multimedia production company TALKENOMICS. At AInvest, he created and launched Capital & Power, a video podcast series designed to drive engagement and establish thought leadership, while also producing original live streams, financial articles, and investor-focused video content. Previously, as a correspondent at FOX Business, Shapiro established the network’s Washington, D.C. bureau, reported from the White House, Capitol Hill, and the Federal Reserve, and secured exclusive bipartisan interviews with influential leaders. His reporting helped solidify FOX Business as the most-watched business channel on television. At the same time, his original Talkenomics series drew tens of thousands of viewers per episode through insightful conversations with policymakers, economists, and thought leaders. At Yahoo Finance, he played a critical leadership role in expanding digital programming to eight hours of live, bell-to-bell financial news coverage, dramatically increasing traffic from 68M to 104M unique monthly visitors and growing ad revenue from zero to over $50 million annually. Yahoo Finance continues to benefit from the credibility of Shapiro’s exclusive interviews with former President Donald Trump and numerous Fortune 500 CEOs.

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