Notes from Visa Investor Day 2025
..and so does Mastercard. Can they get it?
Can we draw any conclusions about the payments industry from Visa's financial results?
JPMorgan’s credit card loan charge-offs surge to pre-pandemic highs, Visa finds growth in Europe, and Square lags competition
Visa and Mastercard might be seeing the end of the secular growth trend in the U.S. But it is not the end of the world.
Visa and Mastercard require card issuers to post billions in collateral to protect themselves from settlement risk. However, that settlement risk rarely materializes into losses for the schemes
