11.04.25 - Earnings season kicks off

Written By Micha Patrik Buehlmann

While tariffs have dominated the headlines lately, it's worth remembering that earnings season kicks off today. Among the first to report are major financial institutions, including JPMorgan, BlackRock, Wells Fargo, Morgan Stanley and Bank of New York Mellon.

Markets: US bank stocks marked a strong 2024, however, fell from their recent highs with trade tensions.

My view: While Q1 figures will be closely watched, forward-looking guidance may be even more critical, offering early insight into corporate health and investor sentiment in a market already rattled by escalating trade tensions.

In the US, outstanding loan payments are on the rise. Combined with trade uncertainty, higher interest rates, and rising consumer prices, this trend has the potential to escalate into a more serious issue. Given these headwinds, I am staying on the sidelines when it comes to bank stocks.


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Micha Patrik Buehlmann
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