Bank Earnings Q3 2026: Deal Lull Offset by Equities and Lending
JPMorgan and BofA missed Q3 2026 estimates as dealmaking cooled after a strong first half; equities trading and higher interest income lifted bank profits.
Wall Street Banks
Wall Street banks are the large U.S. financial institutions that combine consumer lending, corporate banking, investment banking, and trading. They sit at the center of how money moves through the economy. Firms such as JPMorgan Chase, Bank of America, and Goldman Sachs underwrite deals, make markets in stocks and bonds, and hold vast sums in deposits. They also increasingly compete on technology as much as on balance-sheet strength.
Why it matters now
The sector is working through a shifting landscape. Federal Reserve interest-rate policy shapes everything from lending margins to the yields savers earn, and big banks don't always pass higher rates on to depositors quickly. Quarterly earnings often reveal sharp contrasts. Strong trading desks can offset slower dealmaking, while changes in loan-loss provisions hint at how executives view credit risk ahead. Regulators continue to refine the standards that define safe and sound banking. Meanwhile, the largest institutions are positioning themselves as partners in broader national economic priorities.
What you'll find here
This hub tracks the developments that move the industry and the markets around it, including:
- Earnings coverage: quarterly results, trading and investment-banking performance, and outlooks from bank leadership
- Rates and the Fed: how monetary policy decisions ripple through bank profits, deposit rates, and lending
- Regulation and oversight: new rules, supervisory standards, and policy debates affecting large banks
- Market flows and sentiment: what client activity and bank research signal about investor behavior
- Strategy and technology: major commitments, partnerships, and the digital tools reshaping banking
Whether you follow markets, fintech, or the broader economy, start here for context on the institutions at the heart of global finance.
Latest findings
Bank Earnings: JPMorgan, BofA Miss as Dealmaking Cools
JPMorgan and Bank of America missed Q3 profit forecasts as dealmaking slowed and yields rose. Goldman, Morgan Stanley, Citi and Wells Fargo beat estimates.
Big Bank Q3 Earnings: Equity Trading Lifts Profits, Rates Loom
The six largest US banks earned about $43.5B in Q3 on surging stock trading, but JPMorgan and BofA missed, and CEOs warned rising rates and inflation could
Q3 Bank Earnings: Goldman Soars as JPMorgan Posts Rare Miss
JPMorgan posted a rare Q3 earnings miss on weak bond trading. Goldman, Citi and Wells Fargo beat, and banks warned about rising rates and sticky inflation.
Bank Provisions Rise as Trading Records Lift Wall Street Profits
Q2 bank provisions jumped $7.6B to $30B, mostly tied to one acquisition, while Goldman, JPMorgan and Morgan Stanley posted record equities trading.
Wall Street Banks Head Into Record Q3 Earnings as Yields Peak
Wall Street banks post a record-profit year into Q3 earnings, with first-half profits of $45.9 billion, as Treasury yields near multi-decade highs test bank
Fed Rate Decision Looms as Wall Street Weighs 90% Hike Odds
Fed rate decision looms Sept. 16 as hot August CPI pushes hike odds near 90%, while J.P. Morgan and Goldman Sachs split on the path ahead.
Regulators Finalize New Definition of Unsafe Bank Practices
US regulators finalized rules defining unsafe bank practices, part of a wider push on fair lending, capital rules, and stablecoins.
Wall Street Sours as BofA Flows Show $5B Stock Exodus
BofA data shows Wall Street investors pulling $5B from stocks as tech sees outflows and Value ETFs gain amid rising market caution.
Savings Rates Climb to 4.27% After Fed Hike as Big Banks Lag
After the Fed's first hike since 2023, top savings yields hit 4.27% and Marcus rose to 3.50%. Chase still pays 0.01% and the national average is near 0.65%.
Wall Street Banks Pledge Trillions to US Economic Security Push
JPMorgan, Morgan Stanley and Bank of America have pledged trillions to US economic security and infrastructure, though much of it is ordinary deal flow.
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