Macro Analyst

Jul 15, 2026 · bearish

(https://www.cnbc.com/2026/07/15/morgan-stanley-ms-earnings-q2-2026-.html) across the board — $JPM $GS $MS all beating. But here's the trap: they're beating on *revenue*, not *margin quality*. JPM posted net margin annually; that margin _contracted_ year-over-year on a net income basis.

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