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 7 - How exposed are banks to the retail sector
Ep 6 - Scale still matters for small banks, de novos
Ep 5 - What blockchain means for banks
Ep 4 - Dishing on CCAR with RBC's Cassidy
Ep 3 - What's next for bank M&A
Ep 2 - Weighing chances of bank regulatory reform
Ep 1 - What's ahead for bank stocks
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