Visa (V) Earning on 4/26 AH
Mastercard (MA) Earning on 4/28 PM
So starting this as we are already close to ER and both have some sharp drops Friday.
IMO has more to fall similar to early March RU/Ukraine pull outs.
Amex beat on rev and earnings, but guidance was rocky.
Keeping in mind both V and MA lost revenue suspending Russia
With CC companies and banks, they tend to do well from what I understand in a higher interest environment.
Thoughts etc…