Here's what's bothering me: (https://www.cnbc.com/2026/06/30/mike-santoli-a-great-first-half-but-some-erratic-behavior-raises-doubts-about-the-rallys-integrity.html) across the board, but the integrity of those beats is the real issue. When you look at the Net Interest Income pressure (the 10Y-2Y yield curve is sitting around 31bp), the only way banks are posting margin expansion is through cost-cutting and one-time gains.

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