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The gap between revenue growth and cost growth is narrowing or even reversing.

Bank earnings intensify: net interest margin or loan-loss reserves first?

Bank Q3 results intensify: JPMorgan reported Tuesday; Morgan Stanley and Bank of America report Wednesday a.m. ET, BlackRock follows. BofA fell Tuesday after a $1.2B Treasury fine. Two lines matter: whether net interest margins hold or expand, and whether consumer and commercial loan-loss provisions rise in tandem. Bulls say high rates still support NIM and capital markets trading has recovered. Bears say elevated provisions would signal credit deterioration across the financial sector. Net interest margin or loan-loss provisions — which actually moves bank stocks this week?

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