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KBW's Bullish Bank Outlook
Market Intelligence Analysis
AI-Powered
Why This Matters
KBW's Christopher McGratty expects double-digit EPS growth in banks, driven by accelerating capital returns and a rotation into select regionals, as bank earnings kick off next week.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Bank earnings kick off next week—and 2026 guidance is already front and center. Christopher McGratty, KBW Head of US Bank Research joined Bloomberg Open Interest to talk about why he expects double-digit EPS growth, where capital returns are accelerating, and why he’s rotating into select regionals. (Source: Bloomberg)
Original article published by
Bloomberg
on January 9, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.