Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episode features views presented by advisers at Hovde Group, KBW and Luse Gorman at the Acquire or Be Acquired conference, commentary from executives at Community Bank System and Columbia Banking System on the current state of bank M&A, and some discussion of the unfolding situation at the New York Community Bancorp.
Ep. 107 - Lessons learned from a modern day bank run
Ep. 106 - Banks may want to shrink rather than pay up for loan growth
Ep. 105 - Banks could see opportunity in fintech's cleansing fire
Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt
Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds
Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023
Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth
Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit
Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A
Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A
Ep. 97 - Recessionary fears still keeping bank investors on the sidelines
Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'
Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"
Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten
Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes
Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank
Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"
Ep. 90 - Banks should not wait on the Fed to put cash to work
Ep. 89 - Big bank cuts to overdraft fees could trickle down to small banks, spur M&A
Ep. 88 - Bank returns could fall short of Street's expectations, sparking more M&A
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