VIDEO: Our Roadmap for Big Bank Earnings
TheStreet Pro’s Chris Versace sat down with the NYSE’s Ashley Mastronardi to discuss what the Pro Portfolio will be focusing on this week amid June inflation data and quarterly results on Tuesday from JPMorgan ($JPM), Citigroup ($C), Goldman Sachs ($GS) and our own Bank of America ($BAC).
Chris explained why we think Q2 2026 results from those big banks as well as Morgan Stanely ($MS) on Wednesday should be solid. We also call out what the market is going to focus on in their comments about the back half of 2026.
While the market focuses on those results in the very near-term, Chris explained why quarterly results and guidance from Taiwan Semiconductor ($TSM) could be even more important for the market. And when it comes to renewed fighting between the U.S. and Iran, he explained why the duration of that is what he’s focusing on as he gets ready for this week’s June Consumer and Producer Price Indices.
Note: Chris’ conversation with Ashley starts near the 2:10 mark, and runs through 8:35
More Pro Portfolio
- We’re Trimming 3 Positions as Renewed Tensions Flare
- 30 Signals Across the Portfolio’s 10 Themes and Strategies
- Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
At the time of publication, TheStreet Pro was long BAC and MS shares.
