Wall Street banks had a blockbuster first half. Higher rates could change everything.

Wall Street's biggest banks entered the second half of 2026 after one of their most profitable six-month runs in at least a decade. Then interest rates surged. When they kick off third quarter earnings on Tuesday, starting with JPMorgan Chase (JPM), Goldman Sachs (GS), and Citigroup (C), followed by Bank of America (BAC) and Morgan Stanley (MS) on Wednesday, investors will be hunting for clues around whether sharply rising interest rates are beginning to spoil the first-half boom.Profits at thes