CFRA's Ken Leon believes the trifecta for this quarter's banking earnings season hinges on interest rates, the Fed, and policy from Washington. That said, he sees banks overcoming uncertainty as long as valuations don't become too stretched. Ken later talks about his firm's differing views on JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), and Citigroup (C). Tom White offers example options trades for Bank of America and JPMorgan Chase.
Morning Trade Live
14 Jul 2025
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