Episode
Top of the Morning: US Financials - Stress test results & earnings preview
- Podcast
- UBS On-Air: Market Moves
- Published
- Jul 7, 2026
- Duration seconds
- 723
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/260707%20-%20Top%20of%20the%20Morning_Financials.mp3
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Summary
Jeff and Barry join to provide reflections and takeaways from the Federal Reserve’s 2026 annual stress test results for US banks and financial institutions (through an equity and credit lens). Plus, a preview of the upcoming corporate earnings season for US financials. Featured are Jeff Harwood, Financials Equity Strategist Americas, and Barry McAlinden, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy