Street Talk

129 - Ep. 127 - The knife fight for deposits could spur more bank deals

Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.

Altri episodi

129 - Ep. 127 - The knife fight for deposits could spur more bank deals

Fri, 31 May 2024
128 - Ep. 126 - Hunting the bears, making the bull case for CRE

Fri, 10 May 2024
127 - Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO

Tue, 19 Mar 2024
126 - Ep. 124 - KBW CEO challenges investors painting banks with broad brush

Fri, 15 Mar 2024
125 - Ep. 123 - Bank regulators are tipping the scales, could push even harder

Sun, 18 Feb 2024
124 - Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates

Sat, 27 Jan 2024
123 - Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24

Fri, 29 Dec 2023
122 - Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A

Wed, 20 Dec 2023
121 - Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A

Tue, 21 Nov 2023
120 - Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates

Wed, 25 Oct 2023
119 - Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings

Fri, 22 Sep 2023
118 - Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures

Wed, 20 Sep 2023
117 - Ep. 115 - Unpacking the largest bank deal in ’23, private equity involvement in bankland

Wed, 09 Aug 2023
116 - Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears

Wed, 26 Jul 2023
115 - Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures

Tue, 27 Jun 2023
114 - Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon

Thu, 01 Jun 2023
113 - Ep. 111 - Bearish bank investor turns bullish

Tue, 23 May 2023
112 - Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy

Fri, 05 May 2023
111 - Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO

Fri, 07 Apr 2023
110 - Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch

Fri, 17 Mar 2023
109 - Ep. 107 - Lessons learned from a modern day bank run

Fri, 10 Mar 2023
108 - Ep. 106 - Banks may want to shrink rather than pay up for loan growth

Thu, 16 Feb 2023
107 - Ep. 105 - Banks could see opportunity in fintech's cleansing fire

Tue, 24 Jan 2023
106 - Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt

Wed, 28 Dec 2022
105 - Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds

Tue, 22 Nov 2022
104 - Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023

Fri, 28 Oct 2022
103 - Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth

Fri, 21 Oct 2022
102 - Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit

Mon, 10 Oct 2022
101 - Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A

Wed, 31 Aug 2022
100 - Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A

Tue, 02 Aug 2022
99 - Ep. 97 - Recessionary fears still keeping bank investors on the sidelines

Wed, 27 Jul 2022
98 - Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'

Tue, 14 Jun 2022
97 - Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"

Fri, 03 Jun 2022
96 - Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten

Thu, 12 May 2022
95 - Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes

Thu, 28 Apr 2022
94 - Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank

Sun, 24 Apr 2022
93 - Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"

Thu, 31 Mar 2022
92 - Ep. 90 - Banks should not wait on the Fed to put cash to work

Tue, 15 Mar 2022
91 - Ep. 89 - Big bank cuts to overdraft fees could trickle down to small banks, spur M&A

Thu, 17 Feb 2022
90 - Ep. 88 - Bank returns could fall short of Street's expectations, sparking more M&A

Mon, 31 Jan 2022
89 - Ep. 87 - Fed could raise rates sooner, but 1970s-style inflation not on the table

Mon, 13 Dec 2021
88 - Ep. 86 - TD Bank focused on growth in the US, open to deals

Thu, 02 Dec 2021
87 - Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A

Mon, 29 Nov 2021
86 - Ep. 84 - Pandemic pushes technology to the forefront for banks, insurers in 2022

Tue, 02 Nov 2021
85 - Ep. 83 - Banks inking branch deals by coming to terms with multiple acquirers

Tue, 26 Oct 2021
84 - Ep. 82 - Pickup in bank M&A could have domino effect

Wed, 01 Sep 2021
83 - Ep. 81 - Amid strong recovery, Banc of California hearing more M&A chatter

Thu, 05 Aug 2021
82 - Ep. 80 - Citizens Financial CEO discusses deal appetite, outlook for credit quality, loan growth

Tue, 29 Jun 2021
81 - Ep. 79 - More attractive premiums for bank M&A targets coming

Wed, 16 Jun 2021
80 - Ep. 78 - The case to grow deposits when the world is flush with cash

Thu, 27 May 2021

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