The Q2 earnings season kicks off with a heavyweight lineup - Citi, JP Morgan, Well Fargo, Goldman Sachs, Bank of America, & Morgan Stanley all reporting this week. In Q1, they crushed expectations & set tone for a Bullish 📈 season. But Q2 started with trimmed estimates, raising the question: Are we set up for surprise beats?[OMG] . Despite April's tariffs - driven Sell-Off, Big Banks rallied hard - Goldman surged nearly 30%, & JP Morgan, Citi & Wells Fargo all 🎯 hit record highs.[Call] 📈. The sector outpaced the S&P500, fueled by strong trading, IPO activity, & a lighter regulatory touch. 📉 📈 Volatile markets often play in favour of banks, especially those with robust investment banking arms. Goldman & Morgan Stanley could shine if M&A & trading revenues gold up [Bless] 🙏 . Meanwhile, JP Morgan's diversified model & Citi's restructuring progress make them ones to watch 👀. 📈 🚀 Bottom line: Q2 could be a Make-or-Break moment. If earnings impress, the rally continues. If not, expect a reality check. Either way, this week's report will shape the 2nd half narrative for financials.
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