Traders on the floor are again talking about the sustainability of the bank rally and whether the sector is beginning a long march higher or about to roll over.The latest conjecture was triggered by Wells Fargo , after analysts upgraded rival Citi to outperform from market perform. Traders can’t help but wonder if Wells move is at least based in part on a reflection of strength they’re seeing in their own business.According to Brian Kelly, trading this space has everything to do with your outlook on the economic recovery. “The banks are a buy if you think the economy is going to improve,” he says.

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