Bank stocks have rallied since the Federal Reserve offered hopes of rate cuts in 2024 and there are further catalysts on the horizon, including a pickup in M&A activity, according to Mendon Capital Advisors President Anton Schutz. In the episode, the veteran bank stock investor offered his view of bank stock valuations, credit quality, bond portfolio restructurings and increased M&A activity on the horizon, through both mergers of equals and traditional buyouts.
Ep. 87 - Fed could raise rates sooner, but 1970s-style inflation not on the table
Ep. 86 - TD Bank focused on growth in the US, open to deals
Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A
Ep. 84 - Pandemic pushes technology to the forefront for banks, insurers in 2022
Ep. 83 - Banks inking branch deals by coming to terms with multiple acquirers
Ep. 82 - Pickup in bank M&A could have domino effect
Ep. 81 - Amid strong recovery, Banc of California hearing more M&A chatter
Ep. 80 - Citizens Financial CEO discusses deal appetite, outlook for credit quality, loan growth
Ep. 79 - More attractive premiums for bank M&A targets coming
Ep. 78 - The case to grow deposits when the world is flush with cash
Ep. 77 - Excess liquidity, low rates leave banks between a rock and M&A
Ep. 76 - Record pace of fintech M&A, funding in Q1'21 has legs
Ep. 75 - As ESG gains currency, banks need long-term focus
Ep. 74 - Seeing legs in strong credit performance, US bank stock rally
Ep. 73 - Banks could see more regulation but playing field leveled with nonbanks
Ep. 72 - KBW CEO says desire to compete with megabanks driving more US regional bank M&A
Ep. 71 - Hotel sector faces tough sledding until full COVID-19 solution
Ep. 70 - Banks' liquidity conundrum could fuel M&A activity
Ep. 69 - Banks left with pockets full of cash and few places to go
Ep. 68 – As many investors zig away from bank stocks, 2 vets in the space zag toward them
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