#XLF
Deregulation in reverse.

@wsj.com $XLF
www.wsj.com/finance/regu...
August 5, 2025 at 12:12 AM
“TrumpRX”
“Trump Accounts”
“Trump Cards” 🤡

$XLF
Kevin Hassett on Trump's 10% cap on credit card interest rates: "Our expectations is that it won't necessarily require legislation because there will be great new Trump Cards provided voluntarily by the banks."
January 16, 2026 at 4:55 PM
February 24, 2026 at 6:29 PM
Yesterday, we looked at the curious case of the 4% yield on 10-year US government bonds.

The plot thickens with the recent flattening of the US yield curve (please see the Bloomberg chart on 2s-10s below).

#economy #markets #bonds
February 18, 2026 at 1:59 PM
Worst day for banks since April.

@cnbc.com #$XLF
February 23, 2026 at 4:29 PM
“I know nothing about Project 2025.”

- 9/10/24

@barrons.com $XLF
www.barrons.com/articles/tru...
December 13, 2024 at 6:48 PM
“.. Financials sector has wiped out all gains since last June.”

- Schwab #$XLF
February 23, 2026 at 5:53 PM
That deregulation Nirvana is proceeding as planned. 🤡

@wsj.com $XLF
www.wsj.com/finance/bank...
June 24, 2025 at 11:12 AM
Financials, all-time high.

@cnbc.com #$XLF
September 3, 2026 at 2:32 PM
Financials, all-time high. $XLF

@cnbc.com
August 27, 2025 at 2:21 PM
Related (and this isn't the asset mgrs only.

XLF
February 23, 2026 at 6:10 PM
#streetart.
Artiste. Deih Xlf
October 8, 2024 at 8:33 PM
“.. The sizes we’re talking about . . . they’re out of scale to anything we’ve thought about, ever,” said Matthew Moniot, co-head of credit risk sharing at Man Group. “Banks very quickly start choking.”

@financialtimes.com #$XLF
www.ft.com/content/08ab...
May 3, 2026 at 8:04 PM
SEN. WARREN: “.. Trump’s Jan. 20 deadline has come and gone, and no one is surprised that the big banks have not voluntarily cut credit card rates to help American families.”

#$XLF
www.foxnews.com/opinion/sen-...
February 23, 2026 at 5:27 PM
It’s all “pro-business” fun & games — until Congress tells you how to run your loan book.

$XLF
February 5, 2025 at 6:35 PM
MORGAN STANLEY: “.. Our US Financials team has lowered their Investment Banking revenues forecast, as the robust capital markets rebound that they had expected in 2025 is not playing out as anticipated.”

$XLF
March 18, 2025 at 9:38 AM
$XLF unchanged since November 2024
May 11, 2026 at 1:55 PM
WELLS: “.. The probability of Democratic control of one chamber has increased. Investor questions on political risk, oversight, and the durability of deregulation have picked up meaningfully. A Democratic chamber would likely raise oversight and headline risk ..” #$XLF
September 18, 2026 at 12:25 PM
MORGAN STANLEY CO-PRESIDENT:

“.. Second quarter of this year was pretty exceptional in markets. .. And I think it’s safe to say — 3Q is no 2Q.”

@financialtimes.com #$XLF
www.ft.com/content/3bb7...
September 17, 2026 at 5:44 PM
B of A: “.. big banks = glue between Wall St & Main St and can’t buy cyclicals when banks breaking down ..”

#$BKX #$XLF
March 13, 2026 at 12:29 PM
#streetart.
Artiste : Julieta XLF
February 25, 2024 at 4:47 PM
Poste uma nave que não seja Star Wars ou Star Trek.
November 30, 2024 at 3:43 PM
That was the weekly closing high. 6 weeks later, XLF is down 6% bsky.app/profile/ukar...
September 22, 2026 at 5:38 PM
“.. You came in with a relatively optimistic outlook for the year, and now investors are running into risk factors that weren’t necessarily at the top of their lists,” he said.

@wsj.com #$XLF
www.wsj.com/finance/bank...
February 27, 2026 at 9:34 PM
TS LOMBARD: “US Recession Risk Significantly Underpriced ..

“.. We add to our bearish US macro trades and go long US Defensives (XLU, XLP, XLV) vs Cyclicals (XLF, XLI, XLY)” 🇺🇸
April 16, 2025 at 2:16 PM