KBE: Banks Are Cheap Post-Liberation Day, Macro Fears Easing

  • The odds of a US recession have dropped sharply, easing macro fears and supporting a more constructive outlook for banks. KBE offers attractive valuation, high yield, and diversified exposure to US banks, with a low price-to-earnings ratio and strong earnings growth. Technical analysis shows KBE holding key support, with bullish momentum indicators and potential for upside after a period of consolidation.