On Tuesday, JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Goldman Sachs (GS) and Bank of America (BAC) are set to report second-quarter 2024 results. Analysts cited in the report point to IPO underwriting, heavier equity trading, AI-related corporate bond issuance and wider spreads on credit cards and auto loans in a high-rate environment as key drivers of revenue and profit. Early signs of consumer credit strain have emerged, with rising delinquencies in subprime lending, but the pressure has not yet spread to mainstream borrowers.