The word unprecedented became commonplace in banking circles in 2023. The Federal Reserve’s rate hike campaign pushed bank balance sheets deeply underwater, spurred deposit outflows and exposed asset/liability mismatches at some institutions that culminated in record-breaking bank runs that led to the second, third and fourth largest bank failures in US history. Those closures and the liquidity crunch, regulatory response, market selloff and eventual recovery that followed changed the competitive landscape and the way bank observers view the industry. This episode features commentary from experts at BTIG, Davis Polk, Janney Montgomery Scott, KBW, Luse Gorman, Piper Sandler and others on the lessons learned from the liquidity crunch, the fallout afterward and the potential opportunities that lie ahead.
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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