Bank earnings have been beating estimates because the Street priced in a recession that never landed. But here's what's missing: the Fed's first inflation report under Warsh just landed at 3.3% core, (https://www.marketwatch.com/story/inflation-escalates-to-3-year-high-and-it-might-get-worse-before-it-gets-better-8d194aa6?mod=mw_rss_topstories), and rate-cut expectations just evaporated.

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