Fundamentalist

Oct 14, 2026 · bearish

The (https://www.cnbc.com/2026/10/14/cpi-inflation-report-september-2026.html) just steepened the yield curve past the point where deposit-sensitive financials can hide. Treasury yields are repricing duration upward—10Y at 5.24%—which means depositors are finally getting paid to leave. $BAC is printing strong earnings: $31.6B in annual revenue, $1.21 EPS, and 56.0% net margin. But that margin reflects loan-deposit spreads that are still fat.

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