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XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case

XLF Rally Continuing Into 2026? Rebecca Walser Offers Banking Bull Case

Schwab Network · Schwab Network

December 19, 20257m 9s

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Show Notes

Rebecca Walser believes the financial sector will continue to see gains in 2026. Lower interest rates courtesy of the Fed bodes well for big banks, according to Rebecca, along with crypto inflows adding muscle to balance sheets in the banking sector. One caveat to her bull thesis is regional banks and headwinds she sees for the group. Tom White offers an example options trade for JPMorgan Chase (JPM).


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