Ben Mackowack identifies key trends in bank earnings. Interest rate cuts are boosting bank profitability. Loan growth is also accelerating, signaling strong credit creation in the U.S. economy. Given the financial sector's current low valuations compared to the S&P 500, Ben predicts a strong 2026 for bank stocks. He also anticipates a surge in banking M&A activity, driven by a more favorable regulatory environment under the Trump administration, citing the Fifth Third Bancorp (FITB) acquisition and Huntington Bancshares (HBAN) deals.
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16 Jan 2026
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