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The Bank Rally No One’s Talking About
Written byAdam Shapiro
Friday, Oct 10, 2025 10:01 am ET1min read
Aime SummaryAs 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
Adam Shapiro
Adam Shapiro is a three-time Emmy Award–winning content creator, former network news correspondent, and founder of the multimedia production company TALKENOMICS. At AInvest, he created and launched Capital & Power, a video podcast series designed to drive engagement and establish thought leadership, while also producing original live streams, financial articles, and investor-focused video content. Previously, as a correspondent at FOX Business, Shapiro established the network’s Washington, D.C. bureau, reported from the White House, Capitol Hill, and the Federal Reserve, and secured exclusive bipartisan interviews with influential leaders. His reporting helped solidify FOX Business as the most-watched business channel on television. At the same time, his original Talkenomics series drew tens of thousands of viewers per episode through insightful conversations with policymakers, economists, and thought leaders. At Yahoo Finance, he played a critical leadership role in expanding digital programming to eight hours of live, bell-to-bell financial news coverage, dramatically increasing traffic from 68M to 104M unique monthly visitors and growing ad revenue from zero to over $50 million annually. Yahoo Finance continues to benefit from the credibility of Shapiro’s exclusive interviews with former President Donald Trump and numerous Fortune 500 CEOs.
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