Geopolitics Alpha

Will bank earnings growth become a thing of the past?

Published . Updated .

Will bank earnings growth become a thing of the past? Financial Times

Directly affected

  • No company is named in this report.

Indirectly affected

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    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

  • 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

TickerT-5T-3T-1T0T+1T+2T+3
JPM———————
BAC-0.84%-1.80%—-1.14%-5.79%-5.30%-6.13%
WFC———————
C———————
GS———————
MS———————
XLF———————
KBE———————
KRE———————
ALLY-0.76%-0.21%—-0.82%-3.09%-0.47%-0.61%

Will bank earnings growth become a thing of the past? Financial Times

Source: Financial Times

How far Ally Financial (ALLY) has moved since 13 Oct 2026

Since the first closing price after “Will bank earnings growth become a thing of the past?,” Ally Financial (ALLY) is +2.16%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.56% 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
Canadian Imperial Bank Of Commerce /Can/ (CM)that day+1.37%final price
Canadian Imperial Bank Of Commerce /Can/ (CM)the next day+0.42%final price
Canadian Imperial Bank Of Commerce /Can/ (CM)two days later+2.07%final price
Canadian Imperial Bank Of Commerce /Can/ (CM)three days later+2.21%final price
Canadian Imperial Bank Of Commerce /Can/ (CM)three days earlier-1.67%final price
Canadian Imperial Bank Of Commerce /Can/ (CM)five days earlier+1.48%final price
Corebridge Financial (CRBG)that day-0.52%final price
Corebridge Financial (CRBG)the next day-1.82%final price
Corebridge Financial (CRBG)two days later-0.43%final price
Corebridge Financial (CRBG)three days later-0.43%final price
Corebridge Financial (CRBG)three days earlier-0.38%final price
Corebridge Financial (CRBG)five days earlier+1.71%final price
ALLY
SPY

Filings that name Ally Financial (ALLY) around 13 Oct 2026

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 is named in “Will bank earnings growth become a thing of the past?”

Companies carried with this story

  • ALLY Ally Financial

    Ally Financial (ALLY) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Will bank earnings growth become a thing of the past?.” 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 “Will bank earnings growth become a thing of the past?,” 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 “Will bank earnings growth become a thing of the past?,” 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 “Will bank earnings growth become a thing of the past?.” 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 13 Oct 2026 story “Will bank earnings growth become a thing of the past?.” 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

    For “Will bank earnings growth become a thing of the past?,” 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 “Will bank earnings growth become a thing of the past?” reaches Ally Financial (ALLY)

Ally Financial (ALLY) is the company in “Will bank earnings growth become a thing of the past?,” the 13 Oct 2026 this story story.

What ties Ally Financial (ALLY) to the headline is this: 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

Also listed, Bank Of America (BAC): 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

Dates in the story, and the Ally Financial (ALLY) price range

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. BMO traded between 159.57 and 177.46 across 20 sessions. The latest close on file is 166.07.

How strong the case is around Ally Financial (ALLY)

46 out of 100

“Will bank earnings growth become a thing of the past?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.