Bank Profits Rise Amid Credit Card Uncertainty

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 15 January 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR Host: Matt Frankel Guests: Tyler Crowe, Jon Quast Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's 2026 and banking is booming.
0:08.0	This is Motley Full Money.
0:10.0	Welcome to Motley Full Money. I'm Tyler Crow, and today I'm joined by longtime full contributors,
0:25.5	Matt Frankel and John Quast. It's that time again, folks. Earning season, and we'll discuss
0:31.0	earnings today, this proposal from the Trump administration to cap credit card rates, because we
0:36.4	are talking about banks, and of course,
0:38.5	what Thursday show would be complete without talking about stocks on our radar. But first,
0:43.9	when I opened up Bloomberg this morning and not my terminal, I'm not that fancy or have that kind of
0:48.7	set up, two related items kind of caught my eye. Two investment banks, Goldman Sachs and Morgan
0:54.0	Stanley reported earlier today, and they had stellar results in certain sections. related items kind of caught my eye. Two investment banks, Goldman Sachs and Morgan Stanley,
0:54.3	reported earlier today, and they had stellar results in certain sections. Goldman mentioned
0:59.7	its trading unit, and Morgan Stanley for its investment banking fees, mostly related to helping
1:05.5	companies issue debt. One of the ones they mentioned was meta platforms for its massive AI data infrastructure
1:12.6	build out.
1:13.6	As we are talking right now, Goldman and Morgan Stanley are up of 4%, 5% respectively.
1:20.6	And look, this isn't the most detailed analysis of banks, but I think it's fair to say that
1:25.6	within bank investment bankings, they love volatility and vibes, volatility for their trading operations like we saw at Goldman
1:31.8	and vibes to get companies to do things like issue debt, do mergers and acquisitions,
1:37.1	IPOs, all the cool corporate activity that banks love to do. So clearly the investment banks
1:41.8	are liking what happened last quarter. And now, Matt,
1:45.5	you are of the three of us, probably the most extensive bank coverer or observer of banks we have.
1:52.1	What were some of the other themes you saw from banking earnings this past quarter?
	...

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