HomeIndustriesBanks & FinanceBig Banks Begin Earnings Season: Loans, Interest Rates & Consumer Key to Growth

Big Banks Begin Earnings Season: Loans, Interest Rates & Consumer Key to Growth

Ahead of Tuesday morning's earnings, JPMorgan Chase (JPM) said it will invest $10 billion in companies the U.S. deems critical to national security, which includes the A.I., defense, and quantum industries. Alexander Yokum is a big bank bull with expected loan growth acceleration and benefits from an interest rate cutting cycle. He adds that consumer spending hasn't shaken, giving bank stocks another reason to push higher. Tom White offers example options trades for JPMorgan Chase and Goldman Sachs (GS).

Morning Trade Live

13 Oct 2025

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