Geopolitics Alpha

Rising Interest Rates Bite Some Wall St. Banks

Published . Updated .

JPMorgan released surprisingly spotty earnings results for the third quarter, while Goldman Sachs and Citi posted better-than-expected results, reflecting a choppy trading environment.

Directly affected

  • JPM Jpmorgan Chase

    Named in this report.

  • GS Goldman Sachs Group

    Named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • ALLY ALLY FINANCIAL INC

    GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BMO BANK MONTREAL MEDIUM

    GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CM CANADIAN IMPERIAL BANK OF CO

    GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
JPM———————
GS+0.35%-1.38%—-0.25%-1.74%-0.35%-1.54%
TLT———————
IEF-0.35%+0.01%—+0.12%+0.30%+1.02%+1.10%
SHY———————
SPY———————
BAC-0.84%-1.80%—-1.14%-5.79%-5.30%-6.13%
XLF———————
KRE———————
ALLY-0.76%-0.21%—-0.82%-3.09%-0.47%-0.61%
BMO+1.35%-1.94%—+0.85%-0.16%+1.32%+1.95%
CM———————

JPMorgan released surprisingly spotty earnings results for the third quarter, while Goldman Sachs and Citi posted better-than-expected results, reflecting a choppy trading environment.

Source: The New York Times

The price since 13 Oct 2026: Goldman Sachs Group (GS) versus the S&P 500

Since the first closing price after “Rising Interest Rates Bite Some Wall St. Banks,” Goldman Sachs Group (GS) is -0.36%. The S&P 500 fund (SPY) is -0.40% over the same days, a +0.03% difference versus the market.

CompanyWhenMoveStatus
Ally Financial (ALLY)that day-0.82%final price
Ally Financial (ALLY)the next day-3.09%final price
Ally Financial (ALLY)two days later-0.47%final price
Ally Financial (ALLY)three days later-0.61%final price
Ally Financial (ALLY)three days earlier-0.21%final price
Ally Financial (ALLY)five days earlier-0.76%final price
Bank Of America (BAC)that day-1.14%final price
Bank Of America (BAC)the next day-5.79%final price
Bank Of America (BAC)two days later-5.30%final price
Bank Of America (BAC)three days later-6.13%final price
Bank Of America (BAC)three days earlier-1.80%final price
Bank Of America (BAC)five days earlier-0.84%final price
Bank Of Montreal /Can/ (BMO)that day+0.85%final price
Bank Of Montreal /Can/ (BMO)the next day-0.16%final price
Bank Of Montreal /Can/ (BMO)two days later+1.32%final price
Bank Of Montreal /Can/ (BMO)three days later+1.95%final price
Bank Of Montreal /Can/ (BMO)three days earlier-1.94%final price
Bank Of Montreal /Can/ (BMO)five days earlier+1.35%final price
Goldman Sachs Group (GS)that day-0.25%final price
Goldman Sachs Group (GS)the next day-1.74%final price
Goldman Sachs Group (GS)two days later-0.35%final price
Goldman Sachs Group (GS)three days later-1.54%final price
Goldman Sachs Group (GS)three days earlier-1.38%final price
Goldman Sachs Group (GS)five days earlier+0.35%final price
IEFthat day+0.12%final price
IEFthe next day+0.30%final price
IEFtwo days later+1.02%final price
IEFthree days later+1.10%final price
IEFthree days earlier+0.01%final price
IEFfive days earlier-0.35%final price
GS
SPY

Who reported a Goldman Sachs Group (GS) trade near 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 Goldman Sachs Group (GS)

Companies mentioned with this story

  • GS Goldman Sachs Group

    In “Rising Interest Rates Bite Some Wall St. Banks,” Goldman Sachs Group (GS) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names GOLDMAN SACHS GROUP INC in the summary; GA resolved that company to GS

  • ALLY Ally Financial

    Ally Financial (ALLY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Rising Interest Rates Bite Some Wall St. Banks.” Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAC Bank Of America

    For “Rising Interest Rates Bite Some Wall St. Banks,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BMO Bank Of Montreal /Can/

    For “Rising Interest Rates Bite Some Wall St. Banks,” Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence. Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CM Canadian Imperial Bank Of Commerce /Can/

    Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Rising Interest Rates Bite Some Wall St. Banks.” Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRBG Corebridge Financial

    For “Rising Interest Rates Bite Some Wall St. Banks,” Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • EFC Ellington Financial

    In “Rising Interest Rates Bite Some Wall St. Banks,” Ellington Financial (EFC) is linked, with no stored direction, medium confidence. Reason on file: GA selected EFC as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Rising Interest Rates Bite Some Wall St. Banks” reaches Goldman Sachs Group (GS)

“Rising Interest Rates Bite Some Wall St. Banks” (13 Oct 2026) reaches Goldman Sachs Group (GS) through this story.

Goldman Sachs Group (GS) is on the page because The reported development directly names GOLDMAN SACHS GROUP INC in the summary; GA resolved that company to GS

A second company, Ally Financial (ALLY), is listed for a different reason: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Goldman Sachs Group (GS)

ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. BAC traded between 49.26 and 58.11 across 20 sessions. The latest close on file is 50.39. GS traded between 859.56 and 967.15 across 20 sessions. The latest close on file is 875.50.

A simple score for Goldman Sachs Group (GS)

46 out of 100

“Rising Interest Rates Bite Some Wall St. Banks” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.