Sectors
Banks and financials
bank results, credit quality, regulation
- Episodes
- 41
- Share
- 4.0%
- Shows
- 32
- Net sentiment
- +0.07
Up from 2.0% of episodes in the weeks before; net sentiment was −0.09.
Bullish 13Mixed 17Neutral 1Bearish 10
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Products designed around real user needs drive loyalty and reach new customers, a commercial advantage for fintechs.Ep. 123 - The Diaspora Dividend: Building Fintech for the Global Majority, with Valerie Kontor - Founder of Black In Fintech · The Payments Shed · Oct 12
- OCC report confirms crypto debanking happened, and removing reputational risk framework helps the industry regain banking access.Weekly Roundup 10/16/26 (OCC debanking report, Google's quantum advance, Ledger spy chips, Richard Heart apprehended) (EP.745) · On The Brink with Castle Island · Oct 16
- Speakers see banks as willing to fund solar installs if they can verify performance and property value gains.They started a business on a podcast! Solar Credit Scores with Michael Roche | Part 2 · Sean White‘s Solar and Energy Storage Podcast · Oct 18
- Full foreign ownership of Chinese financial firms opens a large market where foreign players could earn more profit.Is CHINA becoming the next global FINANCIAL HUB? - VisualPolitik EN · VisualPolitik EN · Oct 16
- Banks seen benefiting from steeper curves and loan demand, with sentiment depressed into earnings.Closing Bell 10/12/26 · Closing Bell · Oct 12
- Bank valuations look cheap relative to the S&P, with reliable earnings growth ahead.High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · Halftime Report · Oct 12
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- Analysts see the Singapore bank sell-off as valuation-driven, keeping OCBC and DBS as preferred picks.Rate Hikes and AI Reality Check · ASEAN Speaks · Oct 12
- European banks have moved from negative rates to healthier returns, with excess capital being returned to investors.We Asked T. Rowe Price's $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out · Excess Returns · Oct 17
- Citizens reports strong EPS growth, healthy credit, and rising net interest income outlook.10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26 · Squawk on the Street · Oct 16
- Banks pay near-zero deposit yields, a large hidden cost that digital competitors can pass back to customers.David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495] · Invest Like the Best · Oct 13
- Trading and investment banking strength, with NII guidance supportive despite paper losses.Closing Bell 10/13/26 · Closing Bell · Oct 13
- Strong bank results are expected, supported by a steeper yield curve despite rate-hike pressure.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- A new NAB finance facility gives the project drawdown capacity later this year.International Graphite secures supply for Collie facility · Proactive - Interviews for investors · Oct 15
Bearish 10
- Mixed bank earnings, slowing deal flow and trading softness weigh on the sector.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Bank of America missed earnings on weak investment banking and faces AML scrutiny.Is Berkshire Bending the Rules With Bending Spoons? · Motley Fool Hidden Gems Investing · Oct 15
- Bank of America fell about 8% after a Treasury fine and weaker trading and banking results.10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · Squawk on the Street · Oct 14
- Credit costs likely to rise and unrealized bond losses are building across the banking sector.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- A $1.2B US Treasury penalty for money laundering and sanctions failures signals tighter bank compliance.Bumble Lost 90% of Its Value. Here's the Lesson for Your Business · Business Growth Talks · Oct 16
- Weak bank earnings and rising rates pressure credit businesses, with financial ETF rallies seen as fading opportunities.AI STORY ALREADY DIED · The Market Huddle · Oct 17
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- Speaker sees stablecoins as an existential threat to bank deposit and payment models.PhD Economist: The Four-Year Cycle Is Dead. This Is a Super Cycle. · Market Disruptors · Oct 12
- Possible bank profit tax in the budget after strong first-half profits.Apple 'i' order · Wake Up to Money · Oct 16
- French banks face pressure from the sovereign-bank doom loop as they hold large sovereign debt.Across the Pond: Europe’s bond stress test · UBS On-Air: Market Moves · Oct 16
- Deregulated banking fees and retail-focused sales incentives were described as hurting everyday investors.#98 - Samuel Rhee : The Secret To Financial Security in 2026 · The Front Row Podcast · Oct 15
Mixed 17
- Bank earnings were mixed, with strong equities trading offset by weaker fixed income, plus a large fine.OpenAI employee accused of bugging office; American banks’ mixed earnings, and more · The World in Brief from The Economist · Oct 14
- Credit quality remains benign, but valuations are high and agentic AI poses long-term franchise risk.Market Cracks Under AI Debt Burden | The Weekly Wrap · The Real Eisman Playbook · Oct 16
- Strong consumer and deal activity offset by valuation worries tied to high 10-year yields.10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · Squawk on the Street · Oct 13
- Mixed earnings with questions about peak performance, offset by regulatory tailwinds and a $1.2B BofA fine.Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26 · CNBC's "Fast Money" · Oct 13
- Strong results but weaker fixed income trading and a $1.2 billion Bank of America fine weigh on sentiment.Chips, inflation and bank earnings 10/14/26 · Morning Call · Oct 14
- Banks look clean on reported numbers but lend heavily to non-bank lenders, hiding possible losses.America’s Hidden Debt Crisis: Why Credit Card Delinquencies Aren’t the Real Problem · The Higher Standard · Oct 13
Show 11 moreShow fewer
- Banks sold off and expectations are low, but credit quality concerns and cautious commentary could weigh on results.If Not Now, Then When Will These AI Companies Go Public? · RiskReversal Pod · Oct 12
- Banks have underperformed, but expectations were reset and deposit-flight risk from AI tools is debated.11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26 · Squawk on the Street · Oct 12
- Bank of America faces fines and earnings misses while JPMorgan and Goldman are seen as stronger picks.AI Debt Concerns Grip Market… And Bank Of America’s Rough Day 10/14/26 · CNBC's "Fast Money" · Oct 14
- Strong trading and advisory results contrasted with Citi's weak reaction and softer fee income.Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine · The Compound and Friends · Oct 13
- Strong trading and deal pipelines offset flattening yield curve and regional bank weakness.Morning Call 10/13/26 · Morning Call · Oct 13
- Commercial results were solid, but buybacks may slow and rising long rates weigh on sentiment.Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26 · Power Lunch · Oct 13
- JP Morgan's results were solid but earnings dipped versus last quarter and management flagged rising risks.ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack · The Canadian Investor · Oct 15
- Trading revenue likely slowed from a strong Q2, while IPO pullbacks and credit losses are watch items.Market Open: Can the AI Spending Boom Keep Going? · The Modern Investor · Oct 13
- Banks show solid results, with trading revenue softer but net interest income and credit holding up.Halftime Report Live at the CAIS Summit 10/13/26 · Halftime Report · Oct 13
- Big banks have underperformed; earnings could catalyze a rebound or confirm weakness.The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Agents could push depositors to higher-yield accounts, a slow-burning threat to large bank deposit bases.Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more) · Chit Chat Stocks · Oct 14
Around it
Companies named
Shows that covered it most
- Squawk on the Street4
- Halftime Report3
- Morning Call3
- Closing Bell2
- CNBC's "Fast Money"2
- ASEAN Speaks1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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