Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.
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Street Talk returns with new host, Head of Financial Institutions Research and Lead North American Insurance Analyst at S&P Global Market Intelligence, Tim Zawacki. Seven months into the largest merger of US credit unions on record, First Technology Federal Credit Union President and CEO Shruti Miyashiro is focused on both the short-term intricacies of bringing together two bi-coastal institutions…
In banking, boring wins, according to veteran bank investor Joe Stieven. The CEO of Stieven Capital Advisors discussed what drives value and how community banks will remain relevant over the next decade at S&P Global Market Intelligence's annual community bankers conference. The investor said his 12-word philosophy has guided decades of capital allocation through COVID, rate cycles, Silicon…
The post-WWII global order is entering a new era. In the episode recorded live at the S&P Global Market Intelligence's Annual Community Bankers Conference on May 6, geopolitical strategist and author Dr. George Friedman discusses the conflicts between the U.S. and Iran, and Russia and Ukraine, how America reinvents itself through instability, and the pivotal U.S.-China summit on May 14. Dr.…
A few blips tied to private credit and loans to nonbank financial institutions have weighed on the bank group recently and come at the same time at the group faced pressure over concerns that greater adoption of artificial intelligence could threaten many traditional jobs and ultimately lead to higher levels of unemployment. However, some bank analysts argue that both issues might be overblown and…
After years of trading at the steepest discount in the broader market—dead last among all major sectors—the banking industry is finally positioned to narrow that gap, according to KBW CEO Tom Michaud. In the episode, Michaud said that the best fundamental environment in years, historic levels of excess capital, a once in generational change in the regulatory environment and rebounding M&A activity…
While large bank stocks have significantly outperformed their smaller counterparts over the last few years, the tide could finally be turning, according to Jonah Marcus, partner and portfolio manager at Endeavour Capital Advisors, Inc. In the episode, Marcus said there are positive tailwinds for the banking sector, including increasing bank M&A activity, net interest margin expansion and…
Bank stocks are trading at their cheapest levels relative to the broader market in a decade, but a confluence of catalysts, including rebounding M&A activity, deregulation and rate cuts by the Federal Reserve could finally unlock value for the sector, according to Mendon Capital's Anton Schutz Sr. and Anton Schutz Jr. In the episode, the father-son investment team discuss the current state of bank…
Despite ongoing economic uncertainty and investors' concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations across the board. In the episode, Chris Nichols, Director of Capital Markets at South State, discusses third-quarter earnings trends, including the continued resilience of consumer spending, the stabilization of credit…
The world of cryptocurrencies has seen no shortage of upheaval, but regulatory clarity that has arrived with recent legislation is expected to lead to greater adoption of stablecoins. Some market participants and banks are worried the growth could lead to deposit cannibalization. In the episode, S&P Global Market Intelligence fintech analysts Jordan McKee and Sampath Sharma, and FIG Research Head…
While peak funding costs are in the rearview mirror, investors and bank acquirers continue to assign higher values to institutions with lower-cost deposit franchises. In the episode, S&P Global Market Intelligence analysts Nathan Stovall and Zain Tariq discuss which banks have the strongest deposit franchises, what attributes they have and how deposits continue to drive valuation in the banking…
