The "surge" of bank stocks -- the best embodiment of global fiscal stimulus

Wallstreetcn
2025.07.27 01:10
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Since the beginning of this year, global bank stocks have been rising significantly: Europe 62%, the UK 37%, China 29%, Japan 24%, and the US 17%. Bank of America believes that the reason for this outstanding performance is that bank stocks are the best reflection of the shift from US fiscal surplus to global fiscal surplus in 2025. Banks will maintain their risk appetite until bond yields rise to a sufficiently high level, although this has not yet occurred

Since the beginning of this year, global bank stocks have been soaring:

Europe 62%, the UK 37%, China 29%, Japan 24%, the US 17%.

Bank of America believes that the reason for this outstanding performance is that bank stocks are the best reflection of the shift from US fiscal surplus to global fiscal surplus in 2025.

Banks will maintain their risk appetite until bond yields rise to a sufficiently high level, although this has not yet occurred.

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