Welcome to the January 21st episode with Wall Street Beats Pros, Charlie Peabody, Berna Barshay, and Jeff Macke, and moderator Nadine Terman.

In today’s episode, Charlie Peabody delves into the recent earnings reports from major banks, highlighting their performance and market reactions. Discover the dynamics between large-cap banks JPMorgan Chase $JPM, Citigroup $C, Morgan Stanley $MS and regional institutions Truist $TFC, U.S. Bancorp $USB, PNC Financial $PNC, along with insights into the ongoing implications of Trump policies on the financial sector.

Switching gears, Berna Barshay recaps the ICR Conference, offering a deep dive into the state of the retail sector. From consumer spending patterns to the surprising absence of tariff discussions, gain valuable perspectives on the current retail landscape and standout companies like Abercrombie & Fitch $ANF, Aritzia $ATZAF, and Crocs $CROX.

Finally, Jeff Macke provides an intriguing analysis of the broader consumer trends and investment opportunities, dissecting the interplay between economic environments and retail giants such as Gap $GPS and American Eagle Outfitters $AEO.

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