Big Banks Kick Off Earnings Season: What to Expect from JPMorgan, Wells Fargo & Morgan Stanley

As earnings season officially kicks off this Friday, all eyes will be on the financial sector with JPMorgan Chase, Wells Fargo, and Morgan Stanley reporting quarterly results. These early reports from the banking giants often serve as a bellwether for the broader economy. Investors are watching closely for updates on investment banking activity, loan demand, net interest income, and credit conditions—especially following Jefferies’ weak showing earlier this quarter. JPMorgan’s consumer banking performance, Wells Fargo’s regulatory progress, and Morgan Stanley’s outlook on deal pipelines and risk exposure will be key themes. With rising uncertainty around tariffs and inflation, these earnings could set the tone for the quarter ahead.