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Bank Earnings Soar: CFRA Sees GS, MS Outperforming BAC

Bank Earnings Soar: CFRA Sees GS, MS Outperforming BAC

Schwab Network · Schwab Network

October 13, 20259m 3s

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Show Notes

CFRA's Kenneth Leon shares his optimism on bank earnings, expecting strong results and revenue beats across the major banks. He highlights Goldman Sachs (GS) and Morgan Stanley (MS) as potential outperformers, citing their strong track records of beating revenue and earnings expectations. Leon also discusses the potential for further multiple expansion. However, he notes that Bank of America (BAC) might lag behind its peers due to its larger size and relative underperformance in recent quarters.


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