Tim Knight (Slope of Hope): https://slopeofhope.com/2021/03/rates-and-banks.html#more-195553
Let’s start with the conjecture that bonds, by way of TLT, are going to have a multi-week bounce as interest rates ease back.
If that holds true, I would speculate financial institutions are going to likewise ease back as interest rates beat a retreat.
Econophysics2020 