Bank of America and major U.S. lenders anticipate their strongest combined quarterly trading performance in over a decade.

Analysts estimate trading income for the top five banks will rise approximately 13% year-over-year. Total revenue from these trading operations could exceed $40 billion.

Heightened geopolitical tensions increased market volatility and trading volumes, particularly benefiting equities desks. Bank of America will report these figures in its upcoming first-quarter 2026 earnings release.