State Street Financial Select Sector SPDR ETF

State Street Corporation shares fell 3.5% on January 16, 2026, despite beating Q4 earnings expectations with adjusted EPS of $2.97 versus $2.84 consensus and revenue of $3.67 billion. The stock decline was driven by investor concerns over $226 million in repositioning charges and higher-than-expected 2026 expense guidance of 3-4% growth, signific...

Major Wall Street banks delivered exceptional trading results in Q4, with Goldman Sachs setting an all-time equities trading record of $4.31 billion and Morgan Stanley beating earnings expectations. However, bank stocks are struggling despite the strong performance due to a 'buy-the-rumor, sell-the-news' dynamic, as the sector surged 32% in 2025....

Markets are shifting focus from political drama surrounding Fed Chair Powell to bank earnings season. The 10-year Treasury yield broke above 4.20%, signaling a potential move to 4.45%. Financial sector ETFs XLF and KRE have surged significantly, and major banks including JPMorgan, Bank of America, Citigroup, and Wells Fargo are reporting Q4 earni...

As investors rotate away from overvalued tech and AI stocks in 2026, three sectors are identified as trading below fair value: Financials (expected to benefit from lower interest rates), Industrials (supported by infrastructure demand and capex revival), and Utilities (driven by data center energy needs). Specific undervalued stocks are highlight...

The S&P 500 is expected to deliver resilient but moderated returns in 2026, supported by continued AI spending, potential Fed rate cuts, and productivity gains. However, headwinds include a 16+ year bull market, PE expansion for three consecutive years, and slowing job growth. The outlook suggests modest single-digit returns rather than the stron...