Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap
Published: January 16, 2026
Duration: 26:37
In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell.
00:00 - Intro
01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026
06:45 - Affordability Updates
10:20 - The DOJ's Investigation Into Chairman Powell
10:44 - Earnings: Banks
20:35 - Outro