As Wall Street financiers gathered in downtown Manhattan on Wednesday, their optimism about President-elect Donald Trump's deregulatory agenda was tempered by uncertainty over his personnel and policies.

Wall Street analysts pick bank stocks, including Capital One (COF), Citigroup (C), PNC Financial (PNC), and Huntington Bancshares (HBAN), as winners during the second Trump administration.

Investment bankers in the debt-issuance business could see their bonuses rise by as much as 35%, as Wall Street banks are expected to increase bonuses for most for the first time in three years. A surge in corporate debt issuance has fueled increased revenue for bankers,