The Bank Rally No One’s Talking About

As Wall Street gears up for another round of big bank earnings, CFRA’s Global Director of Research Ken Leon breaks down what investors need to know — from Citi’s transformation and Morgan Stanley’s capital playbook to JPMorgan’s outlook and the state of the U.S. consumer. We discuss:

👉 Citi’s strategy shift and the impact of the Banamex sale

👉 How Morgan Stanley and Goldman Sachs are positioning for the next cycle

👉 Why CFRA remains bullish on the U.S. banking sector

👉 What Jamie Dimon’s “correction” warning really means for markets

👉 And where investors can still find growth as rates fall