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 47 - Bank branch closures take greatest toll on majority-black areas
Ep 46 - With delay, CECL won't be countercyclical for most banks
Ep 45 - Fed moving from rate hikes to lower for longer
Ep 44 - Blockchain, what is it good for?
Ep 43 - More change, M&A on horizon for equity research industry
Ep 42 - Banks losing consumer deposits to fintech, digital platforms, commercial might be next
Ep 41 - How to win the funding battle, use fintech to play offense
Ep 40 - Digital banks take a page out of 'Mad Men'
Ep 39 - A new era for blockbuster bank M&A
Ep 38 - PG&E bankruptcy reveals climate change risk facing Calif. utilities
Ep 37 - Keep 'Marge' happy — how to win the battle for deposits
Ep 36 - 2018 leaves bank investors bruised, searching for value
Ep 35 - Recent selloff could make some bank franchises a bargain
Ep 34 - Digital lenders moving from disruptors to partners, tech providers for banks
Ep 33 - National digital platforms intensify fight for deposits
Ep 32 - On the ground in Puerto Rico – S&P investigates how bankers dealt with Hurricane Maria
Ep 31 - IPOs, blockbuster M&A deals are heating up
Ep 30 - Eyebrows raised as leveraged loans, cov-lite deals hit record levels
Ep 29 - Higher rates shaking up deposits, national digital platforms more than hype
Ep 28 - Despite investor concerns, KBW CEO sees more big bank M&A
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