---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39507232.md"
description: "Bank of America and JPMorgan have reasonable valuations under the soft-landing narrative, but once credit spreads widen, the pressure from bad debt repricing will be transmitted quickly.SoFi is highly dependent on a steepening yield curve; if the curve doesn't move, the catalyst will be absent.Oscar Health and Planet Labs have low macro sensitivity and are independent growth stories; they shouldn't be evaluated under the same framework as bank stocks🧐"
datetime: "2026-03-25T08:46:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39507232.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39507232.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39507232.md)
author: "[市场是对的我才是错的](https://longbridge.com/en/profiles/25865095.md)"
---

# Bank of America and JPMorgan have reasonable valua…


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