"Do you enjoy sorting through numbers and executives answering questions with lots of spin? If so, you're in for a treat. Earnings season is back, and the big banks kick things off. JPMorgan leads the way on Tuesday, followed by Bank of America and Citi on Wednesday. Goldman Sachs and Morgan Stanley bring us home on Thursday. BI's Reed Alexander previews the four biggest things to watch from Wall Street this earnings season."
"Banks are a valuable group to open with. Their lending and dealmaking capabilities, coupled with their deep ties to consumers, put them at the epicenter of the business world. Their earnings reports are as much about themselves as the wider economy. January earnings are also unique since they include a year-end recap. And what a year 2025 was ... A volatile first half was followed by stocks (including banks) hitting record highs by year-end despite ongoing talk of an AI bubble."
The major banks begin earnings season with JPMorgan, Bank of America, Citi, Goldman Sachs, and Morgan Stanley reporting across the week. Dealmaking activity, credit risk, and AI-related trends are key focal points for evaluating performance. January reports include year-end recaps that reflect 2025's volatility followed by record-high stock levels. Bank executives will likely address strategies to sustain momentum into 2026. Political actions tied to affordability from President Trump introduce uncertainty, with recent warnings aimed at defense and housing investors and the potential for further targets affecting various industries and consumer health.
Read at Business Insider
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