JP Morgan and Goldman Sachs reported strong results, with equity trading particularly robust and consumer credit card use up 10% or more across most institutions, yet every bank's shares fell on the day.
David Dietze, Chief Investment Strategist at Dietze Wealth Management Group, examines what the bank results reveal about consumer resilience, deal pipelines and loan quality, and how elevated expectations may shape the broader earnings season ahead.
He also weighs the fundamental drivers behind Korea's sharp selloff earlier this week, including emerging Chinese competition in high-bandwidth memory and warnings of overexuberance in the sector, and looks ahead to ASML and TSMC results for clues on whether commercial demand is keeping pace with AI capital spending.
Tune in for his read on the consumer-facing earnings to watch, from Bank of America's retail lending to Tesla and Netflix.
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