Gerard Cassidy, Head of U.S. Bank Equity Strategy at RBC Capital Markets, shares insights on the banking sector’s positive revenue growth while raising concerns about potential risks. Despite a strong outlook for 2025, Cassidy warns that inflation could rebound unexpectedly, posing challenges for bank revenues. He stresses the importance of cautious monitoring of economic indicators, which could affect profitability in the banking industry. Investors should be aware of these risks as they assess their interests in bank stocks, ensuring that they make informed decisions in the face of ongoing economic fluctuations. Cassidy’s analysis provides a crucial perspective on how macroeconomic factors can influence individual investments.