North America Equity Research U.S. First to Market 29 July 2026 Top Stories Large Cap Banks - Post 2Q26 (Vivek Juneja/Andrew J Dietrich) Sector Allocation, Inflation, AI Near Term Drivers; Cap Mkts, C&I Loan Growth Key To Revenues Bank stocks have outperformed recently, benefiting some from sector allocation shift. There have been two key issues of note related to earnings - capital markets and net interest income. Capital markets-related revenues have been the key driver and should likely remain so if the ...