---
title: "US banks slide as Japanese peers rally amid market strain"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286656789.md"
description: "US banks experienced a decline, with Bank of America and Wells Fargo falling sharply, while Japanese banks Mitsubishi UFJ and ORIX saw gains due to strong earnings. Rising inflation pressures, indicated by higher-than-expected CPI and PPI data, have pushed Treasury yields to yearly highs, increasing speculation on a Fed rate hike. Additionally, markets are closely watching the incoming Fed Chair Kevin Warsh's policy stance amid changing rate expectations."
datetime: "2026-05-17T01:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286656789.md)
  - [en](https://longbridge.com/en/news/286656789.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286656789.md)
---

# US banks slide as Japanese peers rally amid market strain

Diverging bank fortunes: Bank of America and Wells Fargo fell sharply, while Mitsubishi UFJ and ORIX rose on strong earnings and higher return targets. Inflation pressures mount: Hotter-than-expected CPI and PPI data pushed Treasury yields to yearly highs, fueling bets on a Fed rate hike. Fed leadership change: Markets eye incoming Fed Chair Kevin Warsh as traders test his policy stance amid shifting rate expectations.

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