Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle
Published . Updated .
Select market data provided by ICE Data Services . Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC filings
Directly affected
- FDS Factset Research Systems
Named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d
iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.
- IEF iShares 7-10 Year Treasury Bond ETF-0.9% 30d
iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.
- XLF Financial Select Sector SPDR-3.5% 30d
Financial Select Sector SPDR: it holds banks. Linked by “banks” (banks) in this story.
- JPM JPMorgan Chase-3.8% 30d
JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.
- BAC Bank of America-12.5% 30d
Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.
- WFC Wells Fargo-5.0% 30d
Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) in this story.
- C Citigroup-7.8% 30d
Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) in this story.
- DHI D.R. Horton+5.5% 30d
D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FDS | +3.36% | +7.15% | base | -0.02% | after close | after close | after close |
| TLT | -1.71% | -0.37% | base | -0.26% | after close | after close | after close |
| IEF | -0.94% | -0.05% | base | -0.16% | after close | after close | after close |
| XLF | +0.25% | +0.04% | base | +0.46% | after close | after close | after close |
| JPM | -0.20% | -1.26% | base | +1.19% | after close | after close | after close |
| BAC | +0.28% | -0.24% | base | +0.61% | after close | after close | after close |
| WFC | -0.31% | -0.35% | base | +1.65% | after close | after close | after close |
| C | +0.95% | -1.64% | base | +1.20% | after close | after close | after close |
| DHINo price data for this ticker | — | — | — | — | — | — | — |
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.
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.
Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle TradingView
Source: TradingView
The price since 28 Oct 2026: Ishares Tr (TLT) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Bank Of America (BAC) | that day | +0.61% | still updating |
| Bank Of America (BAC) | three days earlier | -0.24% | final price |
| Bank Of America (BAC) | five days earlier | +0.28% | final price |
| Citigroup (C) | that day | +1.20% | still updating |
| Citigroup (C) | three days earlier | -1.64% | final price |
| Citigroup (C) | five days earlier | +0.95% | final price |
| FDS | that day | -0.02% | still updating |
| FDS | three days earlier | +7.15% | final price |
| FDS | five days earlier | +3.36% | final price |
| Ishares Tr (IEF) | that day | -0.16% | still updating |
| Ishares Tr (IEF) | three days earlier | -0.05% | final price |
| Ishares Tr (IEF) | five days earlier | -0.94% | final price |
| Jpmorgan Chase (JPM) | that day | +1.19% | still updating |
| Jpmorgan Chase (JPM) | three days earlier | -1.26% | final price |
| Jpmorgan Chase (JPM) | five days earlier | -0.20% | final price |
| Ishares Tr (TLT) | that day | -0.26% | still updating |
| Ishares Tr (TLT) | three days earlier | -0.37% | final price |
| Ishares Tr (TLT) | five days earlier | -1.71% | final price |
| Wells Fargo (WFC) | that day | +1.65% | still updating |
| Wells Fargo (WFC) | three days earlier | -0.35% | final price |
| Wells Fargo (WFC) | five days earlier | -0.31% | final price |
| Select Sector Spdr Tr (XLF) | that day | +0.46% | still updating |
| Select Sector Spdr Tr (XLF) | three days earlier | +0.04% | final price |
| Select Sector Spdr Tr (XLF) | five days earlier | +0.25% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna sold Factset Research Systems (FDS) (held by a dependent child), worth $1,001 - $15,000 on 19 Aug 2026. That is 70 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Factset Research Systems (FDS) (held by a spouse), worth $1,001 - $15,000 on 19 Aug 2026. That is 70 days before publication. Filed 4 Sep 2026. View the filing.
- Sen. John Boozman bought Ishares Tr (IEF) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 49 days before publication. Filed 21 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 54 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 54 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 62 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Bank Of America (BAC) (held by a spouse), worth $1,001 - $15,000 on 9 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Laurel Lee sold Bank Of America (BAC) (held by a spouse), worth $50,001 - $100,000 on 24 Aug 2026. That is 65 days before publication. Filed 16 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $15,001 - $50,000 on 17 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Wells Fargo (WFC) (held by a dependent child), worth $1,001 - $15,000 on 15 Sep 2026. That is 43 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Citigroup (C), worth $1,001 - $15,000 on 24 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
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 Ishares Tr (TLT)
Companies mentioned with this story
- TLT Ishares Tr
In “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story
- IEF Ishares Tr
In “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story
- XLF Select Sector Spdr Tr
In “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” 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 “banks” (banks) in this story
- JPM Jpmorgan Chase
For “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story
- BAC Bank Of America
In “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story
- WFC Wells Fargo
Wells Fargo (WFC) is linked, with no stored direction, medium confidence in the 28 Oct 2026 story “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle.” Reason on file: Wells Fargo (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) in this story
- C Citigroup
For “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Citigroup (C) is linked, with no stored direction, medium confidence. Reason on file: Citigroup (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “banks” (banks) in this story
- DHI Horton D R
In “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story
Ishares Tr (TLT)
The 28 Oct 2026 story “Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle” names Ishares Tr (TLT) because of this story.
What ties Ishares Tr (TLT) to the headline is this: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story
Also listed, Ishares Tr (IEF): iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story
Dates in the story, and the Ishares Tr (TLT) price range
IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XLF traded between 52.82 and 56.03 across 20 sessions. The latest close on file is 55.07.
What the saved facts support for Ishares Tr (TLT)
46 out of 100Price not final
“Fitch Says U.S. Banks Better Prepared for Higher Interest Rates Than In 2022-23 Tightening Cycle” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.