Now that the Fed is easing rates, Goldman may benefit as corporations that have waited on the sidelines to acquire competitors or raise funds take action.

Bank of America, Goldman Sachs and Citigroup will be the next big banks to report results on Tuesday. They follow JPMorgan and Wells Fargo, whose earnings last week were well received by Wall Street.

Investors can either buy these names or call options on them.

Goldman Sachs earnings are set to be released Tuesday, and the company is expected to report that both profit and investment banking fees for the third quarter rose from a year ago, as demand for capital-markets business gradually returns after a period of muted activity.