net interest margins

ING Group emerges as Europe's most resilient 2026 banking trade, benefiting from margin support, digital leadership, and strong capital ratios.

Major U.S. banks beat Q1 earnings expectations for a ninth-to-eleventh consecutive quarter, yet analysts maintain cautious price targets citing geopolitical and inflation risks.

Financial sector underperforms S&P 500 amid flattened yield curves, rising credit concerns, and fintech competition with no clear recovery catalyst visible.

Bank of America fell 1.24% amid banking sector headwinds from macroeconomic uncertainty and tariff concerns, underperforming the broader market rally.