ECLC
01-11 21:40

Bank stocks are hitting new highs as earnings season approaches. Possible rotational plays with some worries on AI tech bubble burst.

Banks Kick Off 2026 Earnings Season: Can They Pass "Test"?
Bank stocks are hitting fresh highs as earnings season approaches, with JPMorgan Chase, Goldman Sachs, Citigroup, and Morgan Stanley set to report next week. Analysts expect S&P 500 financials to post a 6.7% YoY earnings increase for the December quarter, supported by resilient credit quality, solid trading revenues, and easing rate uncertainty. But with valuations stretched, the focus now shifts to guidance. What’s driving this rally in your view—and heading into earnings, which metrics matter most: net interest margins, loan growth, capital returns, or credit trends?
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