Geopolitics Alpha

Banco BPM Says Board to Discuss Credit Agricole Merger Proposal

Published . Updated .

Key takeaways

  • Exposed: XLF, KRE, JPM, BAC, WFC
  • Market reaction: KRE −0.7% by the next session (still updating); XLF +0.4% by the next session (still updating); C +1.3% by the next session (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHABanco BPM Says Board to DiscussCredit Agricole Merger ProposalCRARFGEOPOLITICS ALPHA

This report is about banks.

Directly affected

  • CRARF Credit Agricole S A

    Named in this report.

Indirectly affected

  • XLF Financial Select Sector SPDR+1.0% 19d

    Financial Select Sector SPDR: it holds banks. Linked by “credit” (banks) in this story.

  • KRE SPDR S&P Regional Banking ETF+0.3% 30d

    SPDR S&P Regional Banking ETF: it holds banks. Linked by “credit” (banks) in this story.

  • JPM JPMorgan Chase+0.1% 30d

    JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story.

  • BAC Bank of America-11.4% 30d

    Bank of America (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story.

  • WFC Wells Fargo+4.4% 30d

    Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story.

  • C Citigroup-5.6% 30d

    Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRARFNo price data for this ticker———————
XLF-1.38%-0.78%base+0.52%+0.38%after closeafter close
KRE-0.77%-1.50%base-0.45%-0.74%after closeafter close
JPM-1.14%-1.31%base+0.04%+0.20%after closeafter close
BAC-1.83%-1.53%base+0.24%-0.06%after closeafter close
WFC+0.05%-0.80%base+0.32%+0.20%after closeafter close
C+0.60%-2.86%base+0.25%+1.34%after closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Banco BPM Says Board to Discuss Credit Agricole Merger Proposal WSJ

Source: The Wall Street Journal

How far Select Sector Spdr Tr (XLF) has moved since 10 Nov 2026

CompanyWhenMoveStatus
Bank Of America (BAC)that day+0.24%final price
Bank Of America (BAC)the next day-0.06%still updating
Bank Of America (BAC)three days earlier-1.53%final price
Bank Of America (BAC)five days earlier-1.83%final price
Citigroup (C)that day+0.25%final price
Citigroup (C)the next day+1.34%still updating
Citigroup (C)three days earlier-2.86%final price
Citigroup (C)five days earlier+0.60%final price
Jpmorgan Chase (JPM)that day+0.04%final price
Jpmorgan Chase (JPM)the next day+0.20%still updating
Jpmorgan Chase (JPM)three days earlier-1.31%final price
Jpmorgan Chase (JPM)five days earlier-1.14%final price
Spdr Series Trust (KRE)that day-0.45%final price
Spdr Series Trust (KRE)the next day-0.74%still updating
Spdr Series Trust (KRE)three days earlier-1.50%final price
Spdr Series Trust (KRE)five days earlier-0.77%final price
Wells Fargo (WFC)that day+0.32%final price
Wells Fargo (WFC)the next day+0.20%still updating
Wells Fargo (WFC)three days earlier-0.80%final price
Wells Fargo (WFC)five days earlier+0.05%final price
Select Sector Spdr Tr (XLF)that day+0.52%final price
Select Sector Spdr Tr (XLF)the next day+0.38%still updating
Select Sector Spdr Tr (XLF)three days earlier-0.78%final price
Select Sector Spdr Tr (XLF)five days earlier-1.38%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLF)

Companies mentioned with this story

  • XLF Select Sector Spdr Tr

    In “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Financial Select Sector SPDR: it holds banks. Linked by “credit” (banks) in this story

  • KRE Spdr Series Trust

    For “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal,” Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Regional Banking ETF: it holds banks. Linked by “credit” (banks) in this story

  • JPM Jpmorgan Chase

    Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal.” Reason on file: JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story

  • BAC Bank Of America

    Bank Of America (BAC) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal.” Reason on file: Bank of America (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story

  • WFC Wells Fargo

    Wells Fargo (WFC) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal.” Reason on file: Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story

  • C Citigroup

    Citigroup (C) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal.” Reason on file: Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “credit” (banks) in this story

Select Sector Spdr Tr (XLF)

The 10 Nov 2026 story “Banco BPM Says Board to Discuss Credit Agricole Merger Proposal” names Select Sector Spdr Tr (XLF) because of this story.

Select Sector Spdr Tr (XLF) is on the page because Financial Select Sector SPDR: it holds banks. Linked by “credit” (banks) in this story

A second company, Spdr Series Trust (KRE), is listed for a different reason: SPDR S&P Regional Banking ETF: it holds banks. Linked by “credit” (banks) in this story

Dates in the story, and the Select Sector Spdr Tr (XLF) price range

JPM traded between 325.12 and 345.73 across 20 sessions. The latest close on file is 338.00. KRE traded between 67.80 and 71.49 across 18 sessions. The latest close on file is 70.61. XLF traded between 52.82 and 56.02 across 16 sessions. The latest close on file is 55.07.

How strong the case is around Select Sector Spdr Tr (XLF)

46 out of 100Price not final

“Banco BPM Says Board to Discuss Credit Agricole Merger Proposal” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.