BANK Banking Sector Loading... : Investor Sentiment and Bull/Bear Views
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18:01
Sep 15
Sep 15
Like front-end yields via BANK
He now likes the very front end of the curve more than the belly, citing the ETF BANK, which is run under three years duration and now yields 7.2% with an A-minus average rating. He says sitting in that part of the curve offers attractive yield with lower volatility, and the fund is up money this year when fixed income has been difficult.
HIGH
22:48
Aug 27
Aug 27
Banks are preferred non-AI barbell.
For investors who want non-AI exposure as a barbell, bank/financial stocks are the speaker's preferred idea. US banks have been making new highs and Korean banks are also holding up well.
MED
23:46
Jun 18
Jun 18
Bank stocks are cheap and re-regulated.
The cheapest group in the entire market are the bank stocks, selling at a very low multiple, and banks are being re-regulated in a much better fashion.
MED
22:18
Jun 10
Jun 10
Bank stocks play capital markets cycle
Bank stocks are a good way to play the capital markets cycle, as clients spend more time on them for diversified exposure.
MED
06:41
Apr 16
Apr 16
Banks at risk from prolonged disruption.
Banks have shown resilience in Q1 earnings, but with the Strait of Hormuz blockade and high oil prices, prolonged disruption could cripple loan demand and credit quality in the back half of the year, making forward guidance risky.
MED
07:22
Feb 03
Feb 03
Rotate equities into credit on valuation.
Equity valuations are so stretched relative to credit that investors should rotate from equities into credit to secure an income stream through time. Within that relative trade, he highlights bank stocks versus certain bank bonds as an example where bonds may be more attractive.
MED
12:11
Jan 30
Jan 30
Bank stocks may benefit from Warsh deregulation.
McKee flags bank stocks as worth watching because Kevin Warsh, if confirmed as Fed chair, has argued the Fed should get out of the business of regulating banks. That regulatory-relief angle could be a positive catalyst for bank stocks even though Warsh is seen as hawkish.
MED
11:23
Jan 30
Jan 30
Watch bank stocks on Warsh deregulation.
If Kevin Warsh is nominated to chair the Federal Reserve, he has argued the Fed should get out of the business of regulating banks and let someone else do it. McKee flags this deregulatory stance as an interesting reason to keep an eye on bank stocks.
MED
16:26
Jan 22
Jan 22
Investment banking pipelines brightening.
Investment banking activity is strong with the second-best fee year on record, pipelines are brightening into IPOs and deal flow, and approval times are falling, creating a better capital-markets environment.
MED
16:26
Jan 22
Jan 22
Banking M&A cycle is robust.
The Trump administration encourages bank mergers whereas the prior administration blocked them, regulation is lighter, banking fundamentals are strong, and scale is increasingly necessary, creating a robust M&A environment.
HIGH
00:55
Jan 21
Jan 21
Diversify into non-tech sectors.
With tech underperforming and froth in speculative names, Cramer says better relative opportunities are in non-data-center tech, consumer goods, retail, aerospace, banking, and healthcare. Those groups have acted much better than tech, so investors should diversify into them.
HIGH
00:22
Jan 21
Jan 21
Diversify into better non-tech sectors.
Cramer says there are better non-tech stocks to own in this frothy market and that it is time to diversify. He has spread the Investing Club into secular themes including non-data center tech, consumer goods, retail, aerospace, banking, and healthcare, which have acted much better than tech, and he wants to make money with less risk outside tech.
HIGH
14:00
Jan 17
Jan 17
Bank stocks pricey, little upside now.
Bank stocks ran hard last year and are pricey; the group may see consolidation and most names have little upside. While trading and investment banking are booming and credit is stable, he says it is not a great trade to go long banks right now.
HIGH
01:19
Jan 15
Jan 15
Bank stocks pressured by cost, economy fears.
Bank stocks are under pressure after earnings because investors are concerned about rising costs, volatility, and uncertainty in the U.S. economy, even though the banks beat earnings and are growing. This creates a cautious monitoring setup for bank equities.
MED
00:29
Jan 15
Jan 15
Bank stocks pressured by cap risk
Cramer says bank stocks are in free fall and the market reaction to bank earnings was miserable. He argues the perceived risk that the president could cap credit card rates at 10% is driving money out of banks and other sectors because banks would stop lending to most consumers, even though he thinks such a cap is unlikely to become law.
MED
18:51
Jan 13
Jan 13
Bank stocks face deregulation delay uncertainty.
Dan Clifton agrees that the DOJ probe into Powell calls into question the financial deregulation agenda that had excited bank stocks. Although he expects the process may eventually move forward and calls it a potential head fake, the probe delays the next Fed chair confirmation, increases the likelihood Powell stays on as a regular Fed member, and creates near-term policy uncertainty that could set back the President's broader agenda.
MED
12:00
Jan 13
Jan 13
Banks set for third straight outperformance year.
McCartney says 2026 could be the third consecutive year of bank outperformance, citing three market conditions: accelerating loan growth from lower rates and regulatory reform/SLR release, increased M&A activity, and a steepening yield curve regardless of whether it is a bull or bear steepener. She expects a big-bank earnings bonanza that sets up potential bank outperformance and provides tailwinds/stability to the micro and macro economy.
HIGH
22:35
Jan 12
Jan 12
Credit-card cap noise makes banks a buy
The proposed 10% credit-card rate cap is political and unlikely to be forced through by executive order because it would require legislation or regulatory action, both of which take time and are not expected. Large banks have some credit-card exposure, but the proposal does not change the administration's deregulatory agenda, including expected Basel III endgame changes, so today's weakness in bank stocks is a buying opportunity.
HIGH
00:59
Jan 10
Jan 10
Bank earnings strong, set positive tone.
A strong start to bank earnings season could set a positive tone for the rest of the market, and he expects the banks to report good numbers.
MED
00:55
Jan 06
Jan 06
Bank stocks cheap; buy dips.
Cramer says bank stocks remain outrageously cheap versus the rest of the market, and if they fall investors can buy more. The new FTC's friendlier stance on mergers and expected rate cuts should support a multi-year M&A and capital-markets cycle, with specific cheap names including JPMorgan and Citigroup.
HIGH
00:28
Jan 06
Jan 06
Banks cheap; buy dips
Cramer said bank stocks remain cheap entering the year, singling out JPMorgan as outrageously cheap versus the rest of the market. He views declines as opportunities to buy more rather than reasons to sell.
HIGH
20:59
Jan 05
Jan 05
Bank rally has more room to run
Mike Mayo argues the bank stock rally is only about one-third done. Banks just posted their first up earnings year in 2025 after three down years, and he estimates 15% earnings growth last year with at least another 30% over the next three years. He also points to generational deregulation, with only one year done and two more to go, and says the sector is in a mid-to-late-1990s-style rerating that is only halfway complete, putting the bank rally in the third or fourth inning.
HIGH
18:24
Oct 14
Oct 14
Banks are conservative, lagging play.
Bank stocks have not done much recently and could be a conservative way to play the market if investors want relatively cheaper exposure.
LOW
00:55
May 10
May 10
Banks face rising credit losses.
She warns banks are exposed to rising consumer delinquencies, auto-loan losses, personal loans and commercial real estate. Auto repo lots are refusing to take newer cars, and Jamie Dimon's large credit-card charge-off signals charge-offs will rise across other banks; banks are also tightening lending standards.
HIGH
About BANK Investor Commentary
Across the available history and selected sources, Buzzberg tracks BANK (Banking Sector) across 5 sources: 15 bullish vs 0 bearish calls from 17 authors. Historical directional balance: 62% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 24 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Rick Rieder, Han Sang-hee, Jim Cramer.