What to Watch in Major U.S. Bank Earnings

Bloomberg Intelligence analyst Herman Chan discusses the economic and market factors shaping expectations for major U.S. bank earnings. The conversation covers credit conditions, capital-markets activity, wealth management, AI-related financing, and leadership succession.

■ Earnings backdrop and credit
- Federal Reserve rate uncertainty, credit quality, and private-credit concerns

■ Business drivers and risks
- IPOs, trading, wealth management, and banks’ role in financing AI data centers

■ Management and earnings coverage
- Goldman Sachs succession questions and how analysts track overlapping earnings calls

For investors and readers following the banking sector, this provides a concise guide to themes to monitor in upcoming results. Use the topics as a checklist when reviewing bank earnings announcements; the discussion does not offer company-specific forecasts or investment recommendations.