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The main banks of United States reported robust results in the First quarter of 2025 (1T25), driven by the strong performance of the trading. The performance surprised the XP Investmentsgiven the scenario of global uncertainties.
According to analysts, despite the “tariff”From the US President, Donald Trumpthe results showed the resilience of the financial sector amid global turmoil.
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The brokerage firm that the high volatility in the markets, triggered by a strong Sell-Off between the end of February and early March, it created an environment conducive to the activities of trading.
With this, the scenario of uncertainty, which raised concerns about a possible recessionboosted the results of this line of banks.
Banks on 1T25
THE Goldman Sachsfor example, saw your recipe with trading of income fixed, coins and commodities Grow 2% in the year, being a more modest increase. David Solomon, CEO of the bank, warned to a more challenging environment ahead.
On the other hand, the Morgan Stanley surpassed estimates in revenue and profit per action (EPS), with the CFO From the bank, Sharon Yeshaya, noting that there are no signs of “market dysfunction”.
In addition, the JP Morgan also reported positive surprises with trading and a good performance in asset and Wealth Management.
THE Citigroup also benefited from a significant annual growth of 23% in its revenue from trading of equutieskeeping your projections (guidance) For the year.
Already the Bank of America kept your guidance Unchanged, with CEO Brian Moynihan expressing optimism regarding the performance of business customers and consumer resilience.
XP Investimentos maintains a positive view for the American financial sector. Within the portfolio of the home of analysis, the financial sector is the one that has the largest portion (overweight), It has a weight of 25.0% in the XP wallet – an amount 7.2% higher than in the reference fund ISHARES MSCI ACWI ETF.
In addition, the brokerage anticipates potential positive triggers, such as the banking deregulation promised by Donald Trump, which could boost mergers and acquisitions.
Source: Moneytimes
I am an author and journalist with a focus on market news. I have worked for a global news website for the past two years, writing articles on a range of topics relating to the stock market. My work has been published in international publications and I have delivered talks at both academic institutions and business conferences around the world.
