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Sectornomics: Financials

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  • Earnings in focus

    JPM Chase and Wells Fargo start Q1 earnings season on Tuesday. The financial sector's earnings are expected to increase 8.3%. Here's what to watch as companies report results.

  • Piggy bank on top of euros, dollars and yen

    U.S. bank stocks are dogs, but the QE trade hasn't ended; it’s simply changed locations. Investors are looking to banks in Europe and Japan.

  • Federal Reserve Board Chair Janet Yellen.

    Investors betting on rising rates and bank stocks may want to consider fund managers, especially with the Fed in no rush to push rates up.

  • Insurance stocks are still in a slump but poised to rebound once interest rates rise. Priced at low valuations, it is a sector with upside.

  • black and white bank scene, community bank, bank teller, bank

    Forget Wall Street. Regional banks are getting bigger through acquisitions, making them the best stock bet in the financial sector.

  • Goldman Sachs Group CEO Lloyd Blankfein (left) and Warren Buffett, CEO of Berkshire Hathaway

    Why are financial stocks the cornerstone of Warren Buffett's empire? His love of bank stocks can be explained in two key investing concepts.

  • Bank stocks may be sexier, but investors who overlook insurance stocks aren't claiming what could be big profit potential.

  • Wells Fargo

    Most bank stocks have risen from their recession lows, but still have a lot of room to grow. Rising rates promise to lift the sector.

  • How much do you know about dividend investing? Raise your dividend IQ by taking this quiz.

  • Financials and the Fed

    CNBC's Morgan Brennan looks at what's driving rotation by investors into the financial sector.

  • Regional banks rebound

    CNBC's Morgan Brennan explains how regional banks have contributed to the rise of financials in September.

  • CNBC's Morgan Brennan reports which insurance stocks are lagging this year.

  • Bank of America boost coming?

    Barron's says Bank of America could rise 50 percent more. Robert Pavlik, Banyan Partners, and Jack Ablin, BMO Private Bank, provide perspective.

Sectornomics

  • The big bright spot in the materials sector

    Metals and mining companies have taken a beating in 2015 but building-related names and chemicals producers have had a great year. What's driving these stocks higher? Will it continue in 2016?

  • Materials and China

    Materials tend to be closely correlated with China, the top consumer for many commodities and chemicals. We crunched the numbers with Kensho to see how materials perform when there are signs of weakness in the world’s second largest economy.

  • Materials in the new year

    History shows that this sector tends to rally in the fourth quarter - and indeed materials have gained 10% this time as well. But how do these stocks fare once a new calendar year starts?

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