Financial Services Stocks Week Ahead: Banks, Insurers, Brokers and Fintech Brace for GDP, Consumer Confidence and Holiday-Thin Trading (Dec. 22–26, 2025)
Published Sunday, Dec. 21, 2025 Financial services stocks are heading into a holiday-shortened trading week with two forces pulling in opposite directions: a strong year-end backdrop for banks and brokers, and an unusually concentrated calendar of “catch-up” U.S. economic data that could jolt interest-rate expectations at precisely the time liquidity is likely to be thin. The setup matters because 2025 has rewarded investors who stayed overweight financials. Reuters notes the MSCI World financial sector is up about 25% year to date, a move that reflects a year defined by volatility, shifting policy expectations, and renewed optimism that banks can keep