Bank of America (BAC): FY26 Q1 earnings call, Apr 15, 2026
On its Apr 15, 2026 earnings call (FY26 Q1), Bank of America said 11 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 11 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Inflation | Yes | 7 | 8 | ✓ | 87%n=1+tx from settlement history blended with transcripts | Hear it 8:01, Inflation | – |
| Basel 3 | Yes | 5 | 5 | ✓ | 26%transcripts from the transcript model | Hear it 12:02, Basel 3 | – |
| Rate Cut | Yes | 4 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | Hear it 17:03, Rate Cut | – |
| Margin | Yes | 4 | 4 | ✓ | 81%n=2+tx from settlement history blended with transcripts | Hear it 15:09, Margin | – |
| Erica | Yes | 2 | 3 | ✓ | 87%transcripts from the transcript model | Hear it 37:01, Erica | – |
| Small Business | Yes | 2 | 2 | ✓ | 86%transcripts from the transcript model | Hear it 7:34, Small Business | – |
| Tariff | Yes | 2 | 2 | ✓ | 83%n=2+tx from settlement history blended with transcripts | Hear it 1:07:40, Tariff | – |
| Buyback | Yes | 2 | 2 | ✓ | 48%n=2+tx from settlement history blended with transcripts | Hear it 38:12, Buyback | – |
| Delinquency | Yes | 1 | 1 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 5:36, Delinquency | – |
| Pipeline | Yes | 1 | 2 | ✓ | 72%n=1+tx from settlement history blended with transcripts | Hear it 10:08, Pipeline | – |
| M&A / Merger | Yes | 1 | 2 | ✓ | 35%transcripts from the transcript model | Hear it 26:00, M&A / Merger | – |
| CashPro | No | 0 | 1 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – | |
| Recession | No | 0 | 0 | ✓ | 47%n=2+tx from settlement history blended with transcripts | – | |
| Iran | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Oil | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Trading”; 5 quoted, at least 25 words apart.
…seeing is improved breadth in our global businesses, not just episodic activity. Trading has been in for volatility. In fact, this is the 15th quarter…
…double-digit revenue growth in Investment Banking, asset management fees and sales and trading and the associated higher revenue-related incentives and transaction expenses. Stepping back, our…
…driven by robust client activity and disciplined risk management in a volatile trading environment heightened by geopolitical uncertainty. Revenues ex DVA were $7 billion, up…
…driven by client financing activity, particularly in Asia, as well as strong trading performance in derivatives. FICC results remained strong and were modestly higher with…
…15%, with investment banking is going up 20%, when the sales and trading is going up 12%, those are good things and with them come…
Where the listed words were said
…a faster growth rate around the world. When you look at the inflation, you can see on the lower left, you can see that the…
…we don't have any meaningful updates to report on the recently proposed Basel III Endgame or G-SIB capital changes. As proposed, Basel III would result…
…the most recent interest rate curve, which has now shifted from 2 rate cuts expected to having none currently, we're raising our full year NII…
…our risk posture. We remain highly liquid. We're focused on protecting our margin and preserving flexibility while continuing to support our clients. Let's turn to…
…200,000 teammates have access to AI or can use it every day. Erica is more understood out there, but it's been brought across lots of…
…what our customers really do both on the consumer side, corporate side, small business side, et cetera, and you can see that on the consumer…
…forward and a lot of things have been figured out with trade tariff policy immigration policy. Tax reform was in and deregulation was coming, the…
…future periods. So that's allowed us to do a little bit more buyback, it's allowed us to put out a little bit more balance sheet.…
…to asset quality. We saw improvement from last year. Net charge-offs, card delinquencies, reservable criticized assets and nonperforming loans all declined versus the first quarter…
…positive in the quarter. Investment Banking fees, strong momentum was led by M&A with equity capital markets also up very nicely in the quarter. The…
Agents: this page as TSV at /api/v1/appearances/bank-of-america:2026-04-15:earnings_call · words: /api/v1/brief?appearance=bank-of-america:2026-04-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP