SPDR S&P Regional Banking ETF

Regional bank stocks, which surged after Trump's second election victory, have remained flat in 2025. Wall Street veteran Ed Yardeni suggests they may be poised for a comeback due to low valuations, improving earnings forecasts, and potential M&A activity.

Related tickers: BAC, BACpB, BACpE, BACpK, BACpL, BACpM, BACpN, BACpO, BACpP, BACpQ, BACpS, BMLpG, BMLpH, BMLpJ, BMLpL, MERpK, AMJB, JPM, JPMpC, JPMpD, JPMpJ, JPMpK, JPMpL, JPMpM, VYLD, IAI, KRE.

The Trump tax bill has driven up bond yields, with the 30-year Treasury yield exceeding 5%. This has created winners and losers in the banking sector, with large banks benefiting from wider net interest margins but regional banks facing higher funding costs and asset losses.

Related tickers: BAC, BACpB, BACpE, BACpK, BACpL, BACpM, BACpN, BACpO, BACpP, BACpQ, BACpS, BMLpG, BMLpH, BMLpJ, BMLpL, MERpK, GS, GSpA, GSpC, GSpD, AMJB, JPM, JPMpC, JPMpD, JPMpJ, JPMpK, JPMpL, JPMpM, VYLD, KRE, XLF.