2026 Playbook: Positioning Across U.S. and Canadian Banks: BI Replay
North American banks are heading into 2026 facing slow lending growth, tariff uncertainty and shifting credit conditions - but not all are exposed in the same way. In Canada banks contend with muted loan growth and a still-cautious credit backdrop, even as fees and strong capital help cushion risk. U.S. banks, by contrast, appear better placed for top-line growth, but face lingering pressure from inflation and geopolitical tensions. In this interactive session, Bloomberg Intelligence and Morningstar DBRS analysts will a playbook to help investors position across U.S. and Canadian bank equities and credit.