Rob O'Dwyer - Specialist Sales - US Financials AC rob.odwyer@jpmorgan.com J.P. Morgan Securities LLC North America Specialist Sales J P M O R G A N 20 July 2026 My 2c on Financials 1 Rob O'Dwyer +1 2126222673 rob.odwyer@jpmorgan.com Key Highlights Morning – this week in fins is about regional banks, consumer finance, exchanges, info services and insurance + a couple of high profile outliers (BX & SCHW). That probably makes it a bit harder for thematics to work but fins in general remain a net beneficiary to ...