KBW's Bullish Bank Outlook
Affected assets and topics
Why it 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.
Expected market reaction
Market impact analysis based on bullish sentiment with 90% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 30850
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)
Read the full article on Bloomberg
Original article published by Bloomberg on January 9, 2026. Analysis and insights provided by AnalystMarkets AI.