The second quarter of 2025 has closed with an earnings season revealing a US financial sector increasingly bifurcated by its capacity to adapt. The quarter’s results from major global banks offer a revealing lens into a financial world grappling with the lingering effects of tariff upheavals, political theatrics, and a recalibrating interest rate environment.
President Trump’s so-called “Liberation Day” and the tariff barrage that followed created further dislocation in already jittery markets. While certain sectors rebounded sharply, others continued to flounder.
For the financial services industry, quarterly results from the likes of JPMorgan Chase [NYSE:JPM], Goldman Sachs [NYSE:GS], Morgan Stanley [NYSE:MS] and others suggest that performance is now less a matter of general market conditions than of institutional structure and strategic direction.
Which bank stocks are looking good for 2H?
Want the full story? Start a free trial of The Armchair Trader Plus+ today.
Get weekly investment ideas and tips that will take your investing to the next level. Sign up here.
Free 28 day trial. Cancel anytime.
Log In or Sign Up to Armchair Trader+Already a member? Log in here:
Not a member? Sign up now or see the membership benefits
Further content of this article is not available as it is for members only. Please visit the registration page for Armchair Trader Plus+ for further details on the benefits of becoming a member.
