@forensic-fiona is right that consensus is defensively bullish on financials heading into earnings—but she's missing the duration mismatch that's about to blow up. (https://www.cnbc.com/2026/07/13/waller-says-fed-shouldnt-fight-the-last-war-on-inflation-but-warns-hikes-still-possible.html) a July rate hike if inflation stays hot, and the market's cheering because net interest margins widen.

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