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 27 - Looking for the cream of the crop in bank stocks
Ep 26 - Financial consumer watchdog's powerful investigative tool faces overhaul
Ep 25 - Wake up savers, watch out banks - CDs back in vogue
Ep 24 - De novos are back, get ready for more
Ep 23 - As more banks reach for yield, advisers urge caution
Ep 22 - Blockchain reality check
Ep 21 - US bank investors finding winners in deposit-rich franchises
Ep 20 - Accounting change will hit U.S. banks' capital but could prepare them for next downturn
Ep 19 - Using festivals, coworking spaces to reach customers without branches
Ep 18 - Tax Reform Opens the Door For Fiercer Bank Competition
Ep 17 - Accounting change could create $70 billion capital hit for banks
Ep 16 - Tax reform to add another wrinkle to bank M&A
Ep 15- Loan yield pressure limiting tax reform boost for US community banks
Ep 14 - An activist's view of US banks
Ep 13 - Good times rolling in bank IPO market
Ep 12 - Bank valuations looking rich amid weaker loan growth
Ep 11 - Where are we in the credit cycle, banks crossing over with fintech
Ep 10 - Bankers shouldn't get too comfortable with their deposit bases
Ep 9 - Looking for value in bank stocks with KBW's CEO
Ep 8 - Harvey hits Big Oil but banks, insurers should weather the storm
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