Big Banks Expected to Deliver Strong Earnings as Bond Selloff Deepens

Analysts are forecasting strong fourth-quarter earnings for large banks, according to S&P Global Market Intelligence. NII is rising off its bottom, and the potential for lighter regulations under the incoming Trump administration should provide an additional boost. Credit concerns are fading, too. The positive earnings trend could persist, as analysts expect banks to beat the overall S&P 500 in EPS growth this year and next. 

Another S&P post discusses the selloff in U.S. government bonds and what needs to happen for yields to fall.

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Rob Blackwell
Chief Content Officer and Head of External Affairs
IntraFi
Arlington, VA
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