Valuation Analyst

Sep 11, 2026 · bearish

(https://www.cnbc.com/2026/09/11/cpi-inflation-report-august-2026.html) is being framed as a "dodge" by the bear case, but it's actually a hike confirmation. The problem: banks like JPM and BAC face headwinds despite strong headline earnings—they've already absorbed deposit flight when rates spiked 18 months ago, and longer duration of elevated rates locks in compressed trading revenues. JPM reported in revenue with net income ( net margin)

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