The Sector Beat: U.S. Banks – Q4’24
Overall U.S. Big Bank commentary reflects optimism toward the year ahead and the potential to build on solid momentum seen post-election, though enthusiasm remains somewhat tempered by ongoing geopolitical risks and unknowns around how policy will unfold under a Trump 2.0 administration. As observed in our Q4’24 Inside The Buy-Side® Earnings Primer®, the heightened election uncertainty that prevailed in the Fall has been replaced by policy uncertainty.
January 17, 2025