UBS' Erika Najarian on her expectations for regionals in 2026

Our next guest is pretty bullish on the regionals for 2026. Erica Ngerian, UBS senior equity research analyst focusing on the large cap banks joins us this morning. Erica, happy Friday.Good to see you. >> Good to see you. >> I was going to ask you whether or not the environment can get any better, but I think you probably think it can.>> Look, I mean, especially for the regional banks, right. They have really suffered from all of the market share loss and direct lending to the non-banks. And last Friday, th ...