US banking stocks are poised to rise as regulations loosen and dealmaking activity picks up. The easing of bank capital rules, stress test results, and quarterly earnings will likely drive shares higher. Historically undervalued, banks like JPMorgan Chase & Co. and Goldman Sachs Group Inc. are gaining momentum.
JPMorgan Chase, the largest US bank, recently hit a record high after a fresh two-day gain. Goldman Sachs also closed at an all-time high on Wednesday. As these major banks thrive, their peers may follow suit, leading to a strong rally in the industry. With more favorable market conditions, investors are optimistic about the sector’s future outlook.
Source: https://www.bloomberg.com/news/articles/2025-06-26/us-bank-stocks-xlf-bnks-revival-depend-on-relaxed-rules-and-deal-recovery