Banking Sector

Analyzing the slow-motion balance-sheet shift in Commercial Real Estate as maturities roll into a higher-rate environment in 2026.

A professional tactical guide for trading Bank of America's Q4 earnings, focusing on gap validation, funding costs, and post-call discretionary flow.

Analyze Citigroup's Q4 earnings with a focus on credit normalization, funding costs, and expense discipline to navigate dispersion day volatility.

Bank of America (BAC) faces a critical mid-week earnings tape as markets focus on NII sensitivity, credit normalization, and guidance credibility.

Analyzing Capital One's mid-week earnings tape with a focus on net interest margins, consumer credit delinquencies, and forward guidance credibility.

Bank of America (BAC) faces a pivotal mid-week earnings print with a focus on Net Interest Income (NII) sensitivity, deposit mix, and forward guidance credibility.

Morgan Stanley (MS) faces a pivotal earnings session as markets weigh the durability of its wealth management margins against a cyclical rebound in investment banking.

Wells Fargo is set to report earnings with a consensus EPS of $1.69. Analysis of net interest income, credit costs, and forward guidance for WFC stock.

M&T Bank is set to report earnings on January 16. Analysts expect an EPS of $4.47, but forward guidance on net interest income will drive the market reaction.