What to Watch for During Bank Earnings Season

The video discusses the performance and expectations of major US and European banks, focusing on trading results, restructuring efforts, and net interest income. It highlights Goldman Sachs and Morgan Stanley in the US, and Deutsche Bank, Credit Suisse, and Barclays in Europe. The impact of yield curves and short-term rates on banks' earnings is analyzed, along with the outlook for loan growth and fiscal policy implications.

What factors contributed to Goldman Sachs' weaker than expected results last quarter?

Which bank is expected to show better performance according to the discussion?

What are the implications of the yield curve flattening for bank investors?

How has loan growth affected net interest income expectations?

What are the key concerns investors have regarding fiscal policy and tax reform?