Investing.com -- Bank stocks have returned to levels seen before the 2016 election, Bank of America analysts highlighted in a note Monday.The analysts see this pullback as an opportunity for investors, given improving regulatory conditions and anticipated growth in customer activity such as M&A, IPOs, and loan expansion.
A steeper yield curve is said to have provided a silver lining. BofA explains that the 2/10-year UST yield spread is at its widest point since 2022, which the analysts link to improved net interest margins. Looking ahead, BofA highlights that a rebound in loan growth is likely a 2025-2026 story, requiring stability in macroeconomic policies and regulatory clarity.
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