Here to give us her take on the best and worst positioned is Erica Nagerian, senior large cap bank and consumer finance analyst at UBS. Erica, um, what's driving this. I know for a bank like Goldman, this is the second year now of really strong returns.So, are we starting to get back to less interesting entry points or no. >> So, you know, you asked first what's driving it. It's really three things. Number one, it's deregulation.Number two, it's the return or the acceleration of activity levels whether it's ...

Shares of City jumping nearly 3% today, hitting levels not seen in more than 17 years. Our next guest says the stock will be the top big bank performer next year. For more on the 2026 outlook for financials, KBW's head of US Bank research, Chris McGrady joins us here on set.KBW is a steifle company. Chris, great to have you with us. >> Great to see you.>> Um, so why City. What's the backdrop here. >> Well, City's in the midst of a multi-year um turnaround, right.They're simplifying the business. They're exi ...