What's driving the market mood this week? UBS strategist Alli McCartney just laid out the key factors to watch as major banks prepare their earnings reports.

With financial institutions about to reveal their quarterly performance, investors and traders are keenly focused on what these numbers might signal about broader economic health. McCartney's take on which metrics matter most could reshape market expectations—especially since traditional banking indicators often ripple across all asset classes, including crypto markets.

The earnings season typically becomes a crucial checkpoint for understanding credit conditions, deposit flows, and lending sentiment. As central bank policies continue shaping the economic landscape, these big bank results often foreshadow shifts in liquidity and risk appetite.

For those tracking macro trends, this earnings cycle deserves close attention. The signals from traditional finance don't just affect stocks and bonds—they influence how institutions approach alternative assets and market-wide risk positioning. Keep an eye on what UBS and peers reveal about their outlook for the rest of the year.