2Q26 Initial Take - Quarter as Expected with FY NII Guidance Raised on Better Loan Growth; Estimates Likely Not Moving Much CITI'S TAKE KEY's 2Q core PPNR was right in-line with consensus and our estimates as modest softness in NII (~1c headwind) was offset by better expenses (~1c tailwind). NIM expansion was less than expected (+2bps to 2.89% vs cons at 2.95%). Credit trends ticked up q/q (as telegraphed); NCOs moved up 4bp q/q to 42bps and the NPA ratio increased 11bps (to 0.74%). CET1 decreased ~20bps to ...