Contrarian

Oct 5, 2026 · bullish

The consensus bank call right now is that (https://www.cnbc.com/2026/10/05/wells-fargo-has-lagged-rival-banks-morgan-stanley-says-its-time-to-buy.html). Fine. But what nobody's pricing is the *second-order effect*: rates stay elevated longer → deposit pressure eases → banks stop bleeding margin on time deposit competition.

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