KBW Bank Index is down 13% from its August peak into next week's earnings — the tape is pricing funding-cost pain before it shows up in the prints. Analysts still model profit growth up to 20%, but ri

What happened: The six largest US lenders are expected to report higher profits than a year earlier, with JPMorgan Chase, Goldman Sachs, Citigroup and Wells Fargo reporting on October 13, and Morgan Stanley and Bank of America on October 14. Key numbers: Analysts forecast earnings growth of up to 20%. Why it matters: Investors will focus on guidance for deposit costs, loan growth and credit quality as borrowing costs rise. Higher Treasury yields slowed capital markets activity late in the quarter, raising questions about investment banking revenue. Coverage: 5 outlets in 24h

Treasury yield surge threatens bank lending and dealmaking, spotlighting US earnings.

Treasury yield surge threatens bank lending and dealmaking, spotlighting US earnings. — impact context not separately stored; see What changed.