Earnings season kicks off: JPM/GS/BAC/Delta/TSM financials XLF vol
Key Questions
Which companies are leading the earnings season according to this highlight?
Major financial companies JPMorgan (JPM), Goldman Sachs (GS), and Bank of America (BAC) are leading the earnings reports. They are followed by TSMC (TSM) and Netflix (NFLX) after Delta Airlines' results. This kicks off the season amid market focus on financials.
What is the expected movement for the XLF ETF during earnings?
The XLF financial sector ETF has expected moves of +/-1.4% amid thin liquidity. Traders are eyeing ORBs and straddles for opportunities. This occurs against a backdrop of Middle East oil volatility and TGA drain.
What broader market factors are highlighted alongside earnings?
Key watches include ES at the 6800 level, Middle East oil volatility, and Treasury General Account (TGA) drain. U.S. stock futures are trading lower, with stocks like Goldman Sachs and Fastenal in focus heading into Monday. Earnings from major financials begin tomorrow.
Major financials JPM/GS/BAC lead TSM/NFLX/TSMC lineup post-Delta; XLF +/-1.4% exp moves thin liq ORBs/straddles amid ME oil vol/TGA drain ES6800 watch. (first seen: 2026-04-18, last updated: 2026-04-18)