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How Bank of America Is Beating JPMorgan in 2026
Lucas and Luna dig into one of the most surprising stories in banking this year: Bank of America's stock is up 2.7% over the past five days and has quietly outperformed JPMorgan by a wide margin in 2026. They break down the specific driver—BofA's outsized exposure to wealth management and consumer deposits in a rising-rate environment—and why its net interest income trajectory looks better than JPM's for the first time in years. Lucas shares a fascinating detail from the latest Fed data showing BofA's deposit costs have risen half as fast as JPMorgan's. Luna pushes…
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