Financials rotate as earnings, technicals and policy cues converge. Major U.S. banks and payment networks — Bank of America (NYSE:BAC), JPMorgan Chase (NYSE:JPM), Mastercard (NYSE:MA) and Visa (NYSE:V) — are driving a sector reprice ahead of clustered quarterly reports and fresh macro data. Short-term flows are reacting to mixed technical momentum and headline-driven volatility. Longer-term allocation depends on earnings momentum, ...

Greenland dispute and global market reaction set the tone for the next session. The U.S. president’s back-and-forth over a Greenland purchase and a last minute concept of a deal that avoids 10 percent tariff threats pushed equities lower and then higher within days. Short term this matters because it raised policy uncertainty and sent the dollar to its largest weekly ...

Financials are shifting as payments names retreat and large banks show technical resilience. Short-term momentum favors names with better rate sensitivity, while longer-term structural growth in payments and cross-border volumes keeps the sector split. This matters now because macro headlines, a Bank of America warning about a potential market correction, and clustered earnings windows are forcing institutional rebalancing. U.S. banks ...

Greenland tariff U-turn lifts risk appetite. U.S. President Donald Trump stepped back from threats to impose tariffs related to Greenland, removing a near-term source of transatlantic trade risk and sparking a rally in global equities. The move eased market anxiety this week, helping stocks recover some losses and pushing the VIX lower, while gold pulled back from record highs. In ...