HomeMarketsEarningsBank Earnings Season: 5 Themes to Watch

Bank Earnings Season: 5 Themes to Watch

Christine Short and Gene Goldman discuss the start of bank earnings season, which kicks off with JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC). They highlight five key themes to watch for: investment banking and trading, net interest income, loan growth, credit quality, and capital deployment. Despite economic uncertainty, consumer and commercial loan growth remains resilient, but signs of stress are emerging in certain sectors.

The Watch List

14 Oct 2025

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