A cooperative rate cycle, benign credit, and an improving economy are all generally good for banks, and that at least partly explains why regional banks are up about 50% since mid-2024. With expectations higher in general, I believe individual storiesAnalyst’s Disclosure: I/we have a beneficial long position in the shares of JPM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...