Upside scenario is becoming base case for Big Banks, says KBW's McGratty

All right, let's get more in the banks with Chris McGrady, head of US Bank research at KBW, a steel company. The firm announcing just in the last hour that he is taking over coverage of large cap banks, upgrading several names, including Morgan Stanley and JP Morgan. Chris, great to have you with us. Melissa, good to see you.Um, let's start off with with the uh the upgrades or the move highers in in the ratings with your your initiation of coverage. JP Morgan for instance we're talking about in terms of the ...