Apollo Global Management

Wells Fargo

Webster Financial

East West Bancorp

Axos Financial Inc.

Pinnacle Financial Partners

Glacier Bancorp

M&T Bank

First Horizon National

Cullen/Frost Bankers

SPDR S&P Bank ETF

KBE tracks an equal-weighted index of US banking firms.

First Trust SkyBridge Crypto Industry and Digital Economy ETF

iShares U.S. Aerospace & Defense ETF

Tema American Reshoring ETF

Energy Select Sector SPDR Fund

KBE, XLE, ITA, CRPT and RSHO are included in this Analyst Blog.

The Zacks Analyst Blog KBE, XLE, ITA, CRPT and RSHO

Let's delve into the sectors that may benefit from the Trump administration and the ETFs worth betting on.

5 Sector ETFs to Gain Under Trump Presidency

Financial Select Sector SPDR Fund

Moody's banking strategist Chris Stanley sees potential headwinds along with positive trends for banks in a new Trump administration.

Uncertainties may face banks after election euphoria fades: analyst

Capital One

Discover

Charles Schwab

Regulatory change takes time, but Trump can make several moves immediately to gain control of bank supervision and M&A approval.

How Trump will transform banking regulation — even with Powell at the Fed

SPDR S&P Regional Banking ETF

SPDR S&P 500 ETF Trust

Investors rushed into exchange-funds after Donald Trump won the race to become the 47th president of the U.S., particularly seeking exposure to the country's stock market.

ETFs see ‘monumental' flows after U.S. election, shattering previous record

Roundhill Generative AI & Technology ETF

Industrial Select Sector SPDR Fund

Industrials, Financials, Artificial Intelligence and Defense sectors' stocks and ETFs should see a surge in prices in Trump's presidency.

4 Sector ETFs to Gain on Trump's Triumph

Vanguard Utilities ETF

Vanguard Total Stock Market ETF

Investors looking to put some capital to work in this market have their work cut out for them.

3 ETFs You Want to Own In November

Invesco DB US Dollar Index Bullish Fund

iShares MSCI Emerging Markets ETF

ProShares UltraShort FTSE China 50

SPDR Gold Trust

iShares Bitcoin Trust

iShares Russell 2000 ETF

iShares MSCI China ETF

Republican candidate Donald Trump claimed victory in the 2024 US presidential election after Fox News projected that he had defeated his Democratic rival Kamala Harris.

ETF Strategies to Consider as Trump Nears Victory

Ratings agency Moody's on Monday changed its outlook on the United States' banking system to stable from negative, saying that the change reflects expectations that interest rate cuts and sustained moderate economic growth will stabilize bank asset quality and drive profitability.

Moody's changes outlook on US banking system to stable from negative

It's September and the stock market is trading just below all-time highs. BUT, volatility has crept into the equity markets.

Bank Stocks Will Be In Trouble If This Support Fails!

That's because many have significant holdings of commercial real estate (CRE) properties that, if valued at current market rates, would wipe out the banks' net worth. Many vulnerable banks have been able to avoid this fate—up until now—by conspiring with their mortgage lenders to engage in a practice known as “extend and pretend.

Banking stocks for those who worry about a banking crisis

Global markets were rocked as the Japanese Yen carry trade unwound, along with the TOPIX market's worst session since 1987. US banks succumbed to global selling pressure, with the KBE US Bank ETF down 2.5% in trading on August 5. KBE ETF offers exposure to the bank segment of the S&P total market index, moderate-sized with $1.9 billion in assets under management.

KBE: An Opportunity Amid The Global Selloff (Rating Upgrade)

VanEck Vectors Retail ETF

Technology Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

A Goldilocks economy is the one that has been witnessing steady economic growth but not so much that it can stoke inflation.The US economy is currently in this situation.

ETF Areas to Focus on in a Goldilocks US Economy

Bank of America

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Morgan Stanley

While we think tech stocks will return to the front of the pack before long, we think bank stocks may fare better than many over the rest of the year,' says Capital Economics

Why bank stocks don't need ‘rotation out of tech' to keep rising after July jump

iShares U.S. Regional Banks ETF

Invesco KBW Regional Banking ETF

First Trust NASDAQ ABA Community Bank Index Fund

Bank ETFs soared to a new one-year high as the probability of Donald Trump returning to the White House has risen significantly along with a Fed rate cut in September.

Bank ETFs Soar on Trump Trade, September Rate Cut Bets

For investors seeking momentum, SPDR S&P Bank ETF KBE is probably on the radar. The fund just hit a 52-week high and is up 55.5% from its 52-week low price of $33.97/share.

Bank ETF (KBE) Hits New 52-Week High

Donald Trump displayed bold resilience after surviving an assassination attempt at a Pennsylvania rally. This has led to a Trump rally.

Trump Trade Gaining Momentum: ETFs in Focus

Invesco KBW Bank ETF

Earnings season is just around the corner. It could prove critical to justifying the record rally we've seen thus far in 2024.

Q2 Earnings Season: Financials First Up to Bat

Commercial real estate is often talked about as a problem for smaller banks, but big banks are emerging with the most evident scars so far.

Big Banks Are Taking Hits From Commercial Real Estate

Banks still likely face more fallout from problem commercial real-estate loans, but Federal Reserve rate cuts and increased lending appetite from outside of the banking sector could provide a healing tonic, according to Moody's.

Bank woes in commercial real estate could ease with rate cuts, says Moody's

SPDR S&P Bank ETF is a hold due to its heavy concentration in regional banks and the risk factors associated with them. KBE has underperformed broader financial sector funds such as VFH and XLF that have also seen lower volatility and lower expense ratios. Distinct risk factors remain for regional banks, including the risk of savings account outflows, reduced liquidity, reduced diversification, and interest rate sensitivity.

KBE: Regional Banks At Risk For Continued Underperformance

Banks have built up substantial reserves against office loans going bad.

Banks Believe They Are Well-Prepared for Commercial Real Estate Fallout

Exchange-traded funds that hold bank stocks were under pressure Tuesday afternoon, lagging the broader U.S. equities market.

ETFs that buy bank stocks are under pressure, lagging U.S. equities market

First Trust Nasdaq Bank ETF

iShares U.S. Financials ETF

iShares US Financial Services ETF

After a decade of decline following the 2008 financial crisis, U.S. banks are once again expanding their physical footprint, with 94 net new branches added in 2023, marking the first annual increase since 2012, as quoted in a Yahoo Finance article.

Is the Banking Sector Booming? 5 ETF Picks

Exchange-traded funds that buy U.S. bank stocks are rising sharply Thursday, extending their big gains notched on the back of the Federal Reserve's policy meeting.

News for SPDR S&P Bank ETF ETF (KBE)