We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Highlights JPMorgan Chase, Goldman Sachs, Citigroup, Wells Fargo Morgan Stanley and Bank of America
Read MoreHide Full Article
For Immediate Release
Chicago, IL – October 13, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: JPMorgan Chase (JPM - Free Report) , Goldman Sachs (GS - Free Report) , Citigroup (C - Free Report) , Wells Fargo (WFC - Free Report) , Morgan Stanley (MS - Free Report) and Bank of America (BAC - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Q3 Earnings Season Begins: Global Week Ahead
What happens across this Global Week Ahead?
· The IMF-World Bank meetings take place in Bangkok, against
· A backdrop of high energy costs and rising central bank rates, while
· The latest U.S. and China macro data
· Wall Street Q3 earnings, and
· Turbulent bond markets point to a packed week ahead
Next are Reuters' five world market themes, re-ordered for equity traders—
(1) U.S. Q3 Earnings Season Kicks Off — with the Major Banks, of Course
It's the start of Q3 U.S. earnings season, and who better to kick things off than the banks?
Four of the six largest U.S. lenders, JPMorgan Chase, Goldman Sachs, Citigroup and Wells Fargo, report on Tuesday, followed a day after by Morgan Stanley and Bank of America.
Earnings are expected to rise up to +20% relative to last year.
Still, the surge in Treasury yields to multi-decade highs has hurt shares — the KBW Bank Index is down around -13% from its peak in August.
Investors will be looking for signs that the recent spike in government borrowing costs may curb dealmaking and lending growth, as well as pressure funding costs across the industry.
(2) U.S. and French Government Bond Yields Keep Surging
Surging government borrowing costs are clearly luring some investors back to bonds as evidenced by the strong demand at the latest U.S. and Japanese auctions.
But do you really want to catch a falling knife?
That's the question for traders in the coming week as the bond selloff shows few signs of abating.
U.S. and French bond yields have hit fresh 24-year highs and market volatility is high.
The French-German 10-year bond yield spread, at around 136 basis points, was below 100 bps a month ago.
The speed and scale of the rise in the French risk premium is hurting Italian peers, the euro and European shares.
It's also led to some finger-pointing at the role of hedge funds — that fast-money group that has stepped up its presence in systemically important bond markets of late.
(3) On Wednesday, U.S. Consumer Price Inflation (CPI) Data for September Lands
A fresh look at U.S. inflation on Wednesday will be among the last key data released before the Federal Reserve decides whether to hike interest rates again to contain high prices.
The September CPI is set to show a 0.6% rise on a monthly basis. The core measure, excluding volatile energy and food components, is estimated to increase just 0.2%, according to a Reuters poll.
Thursday's Producer Price Index (PPI) numbers will further flesh out the inflation picture. Retail sales data is also out that day.
Core CPI for August rose at its fastest pace in four months, helping cement the Fed's first rate hike since 2023.
Bets on another hike when the Fed meets in late October have fallen back. A hot CPI report could change that.
(4) On Wednesday, Mainland China Macro Data Will Reveal Export Growth
Chinese data on Wednesday will show whether AI-related exports are still propping up an economy hobbled by anemic demand at home.
Overseas shipments from the world's second-largest economy have logged double-digit growth for ???four straight months on surging global demand for AI goods, electric vehicles, solar cells and lithium-ion batteries.
But a prolonged property slump has kept domestic consumption in the doldrums.
Exports are forecast to have jumped +25.3% year-on-year in September in dollar terms, according to a Reuters poll, up from +25% in August.
Imports are projected to show +23.5% growth versus +28.2% previously.
Separate figures the same day are expected to show continuing price pressures related to the Iran war.
The Producer Price Index is forecast to have risen to +4.4% in September from +3.8% the previous period, while consumer inflation may have edged up to +1.1% from +0.8%.
(5) The IMF and World Bank Annual Meetings Happen in Bangkok
The IMF and World Bank annual meetings go on tour to Bangkok next week with three themes front and center: growth, debt and geopolitics.
Market focus is on Tuesday's updated IMF World Economic Outlook, given the Iran war has already forced two cuts to its global GDP forecast this year.
IMF chief Kristalina Georgieva has signaled it won't make easy reading, given sky-high energy prices, record public debt and tetchy bond markets.
Fractured and fractious geopolitics, including conflicts in the Middle East and Ukraine, will feature prominently, as will how to regulate AI given an arms race between the US and China.
Senegal's recently announced debt rework plan is likely to get attention from IMF crisis watchers too, although they will have more than half an eye on whether France is dragging the Eurozone back in that direction as well.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
View the Zacks #1 Rank List
Image: Bigstock
The Zacks Analyst Blog Highlights JPMorgan Chase, Goldman Sachs, Citigroup, Wells Fargo Morgan Stanley and Bank of America
For Immediate Release
Chicago, IL – October 13, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: JPMorgan Chase (JPM - Free Report) , Goldman Sachs (GS - Free Report) , Citigroup (C - Free Report) , Wells Fargo (WFC - Free Report) , Morgan Stanley (MS - Free Report) and Bank of America (BAC - Free Report) .
Here are highlights from Monday’s Analyst Blog:
Q3 Earnings Season Begins: Global Week Ahead
What happens across this Global Week Ahead?
· The IMF-World Bank meetings take place in Bangkok, against
· A backdrop of high energy costs and rising central bank rates, while
· The latest U.S. and China macro data
· Wall Street Q3 earnings, and
· Turbulent bond markets point to a packed week ahead
Next are Reuters' five world market themes, re-ordered for equity traders—
(1) U.S. Q3 Earnings Season Kicks Off — with the Major Banks, of Course
It's the start of Q3 U.S. earnings season, and who better to kick things off than the banks?
Four of the six largest U.S. lenders, JPMorgan Chase, Goldman Sachs, Citigroup and Wells Fargo, report on Tuesday, followed a day after by Morgan Stanley and Bank of America.
Earnings are expected to rise up to +20% relative to last year.
Still, the surge in Treasury yields to multi-decade highs has hurt shares — the KBW Bank Index is down around -13% from its peak in August.
Investors will be looking for signs that the recent spike in government borrowing costs may curb dealmaking and lending growth, as well as pressure funding costs across the industry.
(2) U.S. and French Government Bond Yields Keep Surging
Surging government borrowing costs are clearly luring some investors back to bonds as evidenced by the strong demand at the latest U.S. and Japanese auctions.
But do you really want to catch a falling knife?
That's the question for traders in the coming week as the bond selloff shows few signs of abating.
U.S. and French bond yields have hit fresh 24-year highs and market volatility is high.
The French-German 10-year bond yield spread, at around 136 basis points, was below 100 bps a month ago.
The speed and scale of the rise in the French risk premium is hurting Italian peers, the euro and European shares.
It's also led to some finger-pointing at the role of hedge funds — that fast-money group that has stepped up its presence in systemically important bond markets of late.
(3) On Wednesday, U.S. Consumer Price Inflation (CPI) Data for September Lands
A fresh look at U.S. inflation on Wednesday will be among the last key data released before the Federal Reserve decides whether to hike interest rates again to contain high prices.
The September CPI is set to show a 0.6% rise on a monthly basis. The core measure, excluding volatile energy and food components, is estimated to increase just 0.2%, according to a Reuters poll.
Thursday's Producer Price Index (PPI) numbers will further flesh out the inflation picture. Retail sales data is also out that day.
Core CPI for August rose at its fastest pace in four months, helping cement the Fed's first rate hike since 2023.
Bets on another hike when the Fed meets in late October have fallen back. A hot CPI report could change that.
(4) On Wednesday, Mainland China Macro Data Will Reveal Export Growth
Chinese data on Wednesday will show whether AI-related exports are still propping up an economy hobbled by anemic demand at home.
Overseas shipments from the world's second-largest economy have logged double-digit growth for ???four straight months on surging global demand for AI goods, electric vehicles, solar cells and lithium-ion batteries.
But a prolonged property slump has kept domestic consumption in the doldrums.
Exports are forecast to have jumped +25.3% year-on-year in September in dollar terms, according to a Reuters poll, up from +25% in August.
Imports are projected to show +23.5% growth versus +28.2% previously.
Separate figures the same day are expected to show continuing price pressures related to the Iran war.
The Producer Price Index is forecast to have risen to +4.4% in September from +3.8% the previous period, while consumer inflation may have edged up to +1.1% from +0.8%.
(5) The IMF and World Bank Annual Meetings Happen in Bangkok
The IMF and World Bank annual meetings go on tour to Bangkok next week with three themes front and center: growth, debt and geopolitics.
Market focus is on Tuesday's updated IMF World Economic Outlook, given the Iran war has already forced two cuts to its global GDP forecast this year.
IMF chief Kristalina Georgieva has signaled it won't make easy reading, given sky-high energy prices, record public debt and tetchy bond markets.
Fractured and fractious geopolitics, including conflicts in the Middle East and Ukraine, will feature prominently, as will how to regulate AI given an arms race between the US and China.
Senegal's recently announced debt rework plan is likely to get attention from IMF crisis watchers too, although they will have more than half an eye on whether France is dragging the Eurozone back in that direction as well.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.