Global Banks Research Highlights

This report provides a summary of research produced by J.P. Morgan Global Bank Equity Research for the week ending Oct 02, 2026, covering banks and financial institutions across the U.S., Latin America, Europe, CEEMEA and Asia Pacific. Key highlights include: the U.S. Mid- and Small-Cap Banks 3Q26 earnings preview, which turns even more cautious given likely additional Fed rate hikes, upgrading FRBT to Overweight and FHB to Neutral; analysis of higher rates for Large Cap Banks, positive for NII but a hit to capital with the key being the impact on the economy; Dutch Banks expecting another strong quarter with ING placed on Positive Catalyst Watch; Korea Banks turning more positive after recent investor meetings in HK/SG; Peruvian Banks with BAP showing strong loan growth, EPS up 23% Y-o-Y and 30% ROE;