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Big Bank Earnings Recap: "Great Shape for 2026," Mind Small Warning Flags

Big Bank Earnings Recap: "Great Shape for 2026," Mind Small Warning Flags

Schwab Network · Schwab Network

January 15, 20266m 46s

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Show Notes

The bulk of big bank earnings are largely in investor hands. Macrae Sykes says the "banking sector's in great shape for 2026." His top pick is Wells Fargo (WFC) due to its earnings growth and recovery from antitrust suits. Matt Maley says the stronger point to take away from the reports was the wealth management sector, but he's not as bullish on investment banking. He believes Bank of America (BAC) emerged as a strong stock pick after its recent pullback.


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