Inner Loop Intelligence
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Slack: C0A0ZC2NS48/ts:1771926557.2811
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
financials-banks-deregulation
🟢
[E1211]
If curve continues to steepen, banks get direct earnings tailwind. Can't see long end coming down so conditions remain favourable. Suggested playing through JPM, GS, BAC or KBWB ETF (40% biggest 5 banks).
supporting · 2026-04-07