🇺🇸 Banking stocks have been on a wild run in 2025, and it’s hard to ignore the energy around them. Massive gains across major U.S.
banks show how strongly markets are reacting to deregulation hopes and policy shifts. The mix of strong rallies and mixed signals makes this phase feel intense but fragile at the same time.
Some names look stretched, others still have room to breathe. From my view, this rally says more about confidence and expectations than certainty, and that’s what makes this moment so interesting to watch.
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