Global Banks Poised for 10% Trading Revenue Surge in Q2 Amid Market Volatility

Major financial institutions are forecasting a robust second quarter, with trading revenue projected to climb 10% across global banks. This follows a 15% year-over-year increase in Q1, as reported by Reuters. Bank of America and Citigroup executives signaled mid-to-high single digit growth expectations during late June investor briefings—targets that may be exceeded when official results release next week.

Market turbulence fueled the uptick. President Trump's April trade tariff announcements triggered equity swings and record Treasury turnover on Tradeweb Markets. "Market-makers providing instantaneous liquidity stand to benefit most," noted a Wall Street veteran speaking anonymously about client flows. The volatility pushed investors toward risk reduction strategies as stocks tumbled and bond yields rose.

Twelve institutions—including JPMorgan Chase, Goldman Sachs, and European counterparts—are driving the surge. Coalition's Mollie Devine observed that abrupt price movements frequently amplify trading profits, describing certain tariff developments as a "positive catalyst" for market activity.