The stock market could be due for a nasty selloff, judging by these two signals

Published 25 Sep 2026, 13:04 UTC. Updated 25 Sep 2026, 15:56 UTC.

A jump in bond-market anxiety coupled with a selloff in financial stocks may mean a serious shock to markets, according to Bank of America.

Directly affected

BAC Bank Of America
Named in this report.

Indirectly affected

JPM JPMorgan Chase
Bank profits move with lending and interest rates
WFC Wells Fargo
Bank profits move with lending and interest rates
C Citigroup
Bank profits move with lending and interest rates
GS Goldman Sachs
Bank profits move with lending and interest rates
MS Morgan Stanley
Bank profits move with lending and interest rates
XLF Financial Select Sector SPDR
A fund of financial companies
KBE SPDR S&P Bank
A fund of bank stocks
KRE SPDR S&P Regional Banking
Regional banks are sensitive to deposits and rates
PDLB PONCE FINANCIAL GROUP INC COMMON STOCK
GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
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.

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
BAC	—	—	—	—	—	—	—
JPM	—	—	—	—	—	—	—
WFC	—	—	—	—	—	—	—
C	—	—	—	—	—	—	—
GS	—	—	—	—	—	—	—
MS	—	—	—	—	—	—	—
XLF	—	—	—	—	—	—	—
KBE	—	—	—	—	—	—	—
KRE	—	—	—	—	—	—	—
PDLB	—	—	—	—	—	—	—
ALLY	—	—	—	—	—	—	—

The price since 25 Sep 2026: Ponce Financial Group (PDLB) versus the S&P 500

Since the first closing price after “The stock market could be due for a nasty selloff, judging by these two signals,” Ponce Financial Group (PDLB) is -0.79%. The S&P 500 fund (SPY) is +0.15% over the same days, a -0.94% difference versus the market.

PDLB

SPY

Disclosure records for Ponce Financial Group (PDLB) within two months of 25 Sep 2026

Rohit Khanna sell Bank Of America (BAC) ($1,001 - $15,000). That is 16 days before publication, inside 30 days. The filing is listed beside the story “The stock market could be due for a nasty selloff, judging by these two signals.”

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 Ponce Financial Group (PDLB)

Companies carried with this story

PDLB Ponce Financial Group
Ponce Financial Group (PDLB) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “The stock market could be due for a nasty selloff, judging by these two signals.” Reason on file: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ALLY Ally Financial
Ally Financial (ALLY) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “The stock market could be due for a nasty selloff, judging by these two signals.” 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
In “The stock market could be due for a nasty selloff, judging by these two signals,” 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 “The stock market could be due for a nasty selloff, judging by these two signals,” 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 25 Sep 2026 story “The stock market could be due for a nasty selloff, judging by these two signals.” 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
Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “The stock market could be due for a nasty selloff, judging by these two signals.” 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

Ponce Financial Group (PDLB)

Ponce Financial Group (PDLB) is the company in “The stock market could be due for a nasty selloff, judging by these two signals,” the 25 Sep 2026 this story story.

What ties Ponce Financial Group (PDLB) to the headline is this: GA selected PDLB as a RELATED security because its canonical security name directly matches this event's themes: financial, stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

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

Price levels for Ponce Financial Group (PDLB)

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. PDLB traded between 19.68 and 20.63 across 20 sessions. The latest close on file is 20.03.

A simple score for Ponce Financial Group (PDLB)

100 out of 100

“The stock market could be due for a nasty selloff, judging by these two signals” scores 100 out of 100. The score uses 6 linked companies.