Stock Price Movement Analysis for JPMorgan Chase (JPM) JPMorgan Chase (JPM) experienced a 4.19% decline in its stock price, closing at $310.90 on Tuesday. This drop followed the release of its fourth-quarter earnings report, which, despite an adjusted EPS beating Wall Street expectations, revealed a 5% decrease in investment banking fees from the prior year and missed Wall Street estimates by 8%. Key Factors Influencing JPM's Stock Movement: Investment Banking Performance: Although JPMorgan's adjusted Q4 EPS surpassed expectations due to strong trading activity, a significant miss in investment banking fees raised concerns among investors. This shortfall suggests a slower-than-anticipated recovery in capital markets activity. Proposed Credit Card Interest Rate Cap: A major factor contribut

🏦 Banks Kick Off Earnings Season: Strong Fundamentals — or a Rally That’s Priced for Perfection? US bank stocks are heading into earnings season at cycle highs, not cycle lows — and that changes everything. JPMorgan, Goldman Sachs, Citigroup and Morgan Stanley report next week, with expectations already elevated after a strong run-up in financials. 📊 The setup looks solid on paper: Consensus expects S&P 500 Financials earnings to grow ~6.7% YoY in the December quarter, supported by: • Resilient consumer credit quality • Strong trading revenues amid higher volatility • Early signs of investment banking recovery • Reduced rate uncertainty vs mid-2024 But here’s the catch 👇 ⚠️ Valuations are no longer forgiving. Bank stocks have rerated aggressively over the past year — pricing in: ✔ A so

With QE restarting JP will do well.

$Bank of America(BAC)$'s Q4 2025 earnings are scheduled for release on Wednesday, January 14, 2026, before the market opens, with a conference call following at approximately 8:30 a.m. ET. This report covers the period from October to December 2025, wrapping up a year where the banking sector benefited from resilient economic conditions, stabilizing interest rates, and a rebound in dealmaking activity. BAC shares have performed strongly in 2025, outperforming the S&P 500 with a roughly 18% return over the past six months, trading around $55–$57 recently amid broader market volatility. Consensus Expectations and Year-Over-Year Comparison Analysts are forecasting a solid quarter, driven by improved net interest margins, loan growth, and higher in

$Hang Seng Bank Ltd.(HSNGF)$   $DBS(D05.SI)$   Asia-Pacific Markets Advance as Commodities React to Geopolitics: Asian equities rose following record U.S. closes, while oil prices remained volatile amid escalating protests in Iran and rising geopolitical risk, driving gold to fresh all-time highs. Japan Weighs Snap Election Amid Yen Weakness: Prime Minister Sanae Takaichi’s government is preparing for a potential February snap election, seeking to capitalize on strong approval ratings as the yen hits a one-year low and economic pressures persist. Markets Turn Risk-Off on Fed Independence Fears: U.S. stock futures slid after the Jus

Availability of credit is driving the stock market rally 

$JPMorgan Chase(JPM)$ is scheduled to report its fiscal Q4 2025 earnings on Tuesday, January 13, 2026, before the market opens. As the bellwether for the banking sector, JPM’s results will set the tone for the 2026 outlook. Analysts have recently revised earnings estimates upward, reflecting a "high-bar" setup where a simple beat might not be enough to drive the stock higher if the forward guidance is cautious. JPMorgan Chase (JPM) delivered a strong fiscal Q3 2025 performance, beating analyst expectations on both the top and bottom lines. However, the report was a classic case of "strong numbers, cautious outlook," as management used the call to reset expectations for 2026. Q3 2025 Financial Summary Earnings per Share (EPS): $5.07 (vs. $4.84 expec

Wall Street’s biggest banks are stepping into the spotlight this week as Q4 2025 earnings season explodes onto the scene. JPMorgan Chase fires the starting gun TODAY (Jan 13), followed by Citi, Bank of America, and Wells Fargo on Wednesday, then Goldman Sachs and Morgan Stanley on Thursday. 📅 Bank stocks have been on a tear, smashing fresh highs on the back of a blockbuster 2025: surging investment banking fees from a dealmaking rebound, bumper trading revenues powered by market volatility, and surprisingly resilient credit quality. Analysts are forecasting solid profit growth for the financial sector, with trading and fee income expected to more than offset softer net interest margins in a lower-rate world. 🌍💰 But here’s the big question burning up the tape: Are these gains built on rock-

Bank Stocks Start 2026 Strong Why bank stocks have been leading again Banks are basically a "macro bundle" in one ticker: growth, rates, credit, and market activity. What has gone right recently is the combo platter: Rates stayed high enough for long enough to keep net interest income resilient, even as investors began to price in eventual cuts. That "not too hot, not too cold" rate path matters more to banks than the absolute level. Credit has not cracked in a way that forces a big spike in provisions, so earnings have looked "boringly dependable," which the market tends to reward when the tape gets crowded in more fragile narratives. Capital markets woke up: underwriting calendars and deal chatter have improved, and early 2026 issuance activity has been busy, which tends to flow through

$Morgan Stanley(MS)$ has just increased bonuses for its bank staff by about 20% with record revenues. Revenue jumped on outsized gains in equity trading, prime brokerage and wealth management. It should be the best bet for this earning season!🚀🚀🚀Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @1PC Thanks for the invite🍀

The rally in bank stocks ahead of earnings season reflects a combination of macro-economic, sector-specific and technical factors rather than a single driver. Shares of major US banks including JPMorgan Chase, Goldman Sachs, Citigroup and Morgan Stanley are trading near record highs, and the broader financial sector has lifted the S&P 500 financials index on expectations of stronger profits. Investors are looking through stretched valuations because of optimism about earnings drivers and economic resilience.  Key drivers behind the rally Resilient economic backdrop A relatively robust US economy supports banks’ core businesses. Continued growth in consumer spending and nominal GDP tends to underpin credit demand and reduce downside risk to earnings.  Improving capital markets

 🌟🌟🌟There is a particular electricity in the air this earnings season, the kind that only shows up when markets smell both opportunity and danger.  The banks are ripping to fresh highs and yet beneath the surface, yet there is tension in the air.  The numbers matter but the guidance will decide whether this rally has legs or whether it is running on fumes. That is why next week's reports from JPMorgan, Goldman Sachs, Citigroup and Morgan Stanley feel less like routine updates and more like a collective stress test of market conviction. What is Driving the Rally? A few powerful forces are converging: Credit quality remains surprisingly resilient, defying recession fears. Trading and investment banking revenues have rebounded, especially as M&A expectations improve he

🌟🌟🌟I vote $Citigroup(C)$ as it is undervalued compared to the other 5 big banks.  Citi currently has the lowest forward P/E ratio of 11.9x among the 6 largest US banks.  Analysts view Citi as a value and recovery story with potential upside if its restructuring efforts succeed. Surprisingly Citi was the best performing major bank of 2025, rallying 66%. For dividend investors, Citi has a nice juicy dividend yield of 2.04%. @Tiger_comments @TigerStars @TigerClub @Captain

What Is Driving the Rally in Bank Stocks Earnings Expectations and Strong Financial Results Momentum Analysts expect overall S&P 500 financial earnings to rise around 6.7 per cent year-on-year for the December quarter, supported by solid profitability and credit quality. This has helped underpin bullish sentiment in the sector.  Net Interest Margin Expansion and Broad Loan Growth Banks have benefited from a period of higher interest rates throughout 2024–25, which lifted net interest margins (NIM) — the difference between interest earned on loans and interest paid on deposits. Firms are projected to sustain, or even modestly expand, NIM into the current quarter.  Resilient Credit Quality and Economic Backdrop Delinquency trends have generally remained benign across consumer a

I chose JPM [Miser] @JC888 @Barcode @Shyon @Aqa @koolgal @DiAngel @Shernice軒嬣 2000

As such the rally in US bank stocks seems to be  driven by combination of resilient economic growth, a resurgence in capital markets activity, favorable regulatory and fiscal policies like Trump's OBBBA. The catch is trump's policies, or lack of it, could easily destabilise matters too.

Bank stocks are hitting new highs as earnings season approaches. Possible rotational plays with some worries on AI tech bubble burst.

I think banks will be flat or slightly higher after earning... The wonderful story of the market rising is not over. Although there are fears of the 20% correction, as long as good guidance is given, the individual bank stocks will continue to rise.  That's said, any irrelevant drop is an opportunity to pick up shares if undervalued