What to Watch in Big Banks’ Earnings Reports

I outline the key questions as major U.S. banks begin reporting earnings, including whether recent trends will affect each bank differently. The discussion focuses on capital markets activity, consumer conditions, and net interest income.

- Bank earnings outlook: Goldman Sachs, Morgan Stanley, JPMorgan, and other major banks
- Key indicators: IPO and debt-market activity, Bank of America’s held-to-maturity assets, and loan growth, yields, and deposit costs at Wells Fargo and JPMorgan

For investors and market watchers, this overview offers a checklist of topics to follow in each earnings call. It covers sector trends and selected bank-specific issues, rather than providing stock recommendations; compare the banks’ comments on these indicators as reports are released.