Bank earnings on deck: Here's what to expect

We are going to jump into the thick of earnings tomorrow. We got a slew of big banks that will be reporting those earnings. Let's get a read on expectations with Tom Michelle.He's CEO of KBW. It's a steel company. Always good to have you here.Exciting day for you tomorrow. >> We do. >> Goldman and Bank of America and City and Wells and I'm forgetting one.Which one. JP Morgan. Um >> just that one big one.>> We're in this great capital market cycle. We're in a pretty good M&A cycle and a lot of other business ...