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.
Latest episodes
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23 min
Banks Tackle CRE Maturity Wall, But Rate Risks Loom
Mortgage Bankers Association Chief Economist Michael Fratatoni discusses the drivers behind outsized CRE mortgage origination growth among banks in the second quarter relative to o…
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30 min
Newly Merged Credit Union Sits On The 'Launchpad' Of Industry Innovation
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 in…
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43 min
Ep. 150 - 12 words for community banks to live by
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 relevan…
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51 min
Ep. 149 - Dr. George Friedman on Russia, Ukraine, and the Next Global Order
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 st…
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34 min
Ep. 148 - Banks, AI and the not so "hidden" exposure to private credit
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 co…
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35 min
Ep. 147 - KBW CEO sees M&A reboot, green lights for regional bank valuations
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…
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24 min
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
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 an…
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39 min
Ep. 145 - Bank stocks are divorced from fundamentals
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…
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32 min
Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity
Despite ongoing economic uncertainty and investors' concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations ac…
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30 min
Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors?
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 stablecoi…
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30 min
Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake
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 episod…
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29 min
Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return
Bank M&A activity is showing signs of life, and a much awaited rebound in bank deal activity could be in store. In this episode, Christopher Olsen, managing partner at Olsen Palmer…
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31 min
Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
InterBank President and CEO C.K. Lee runs one of the highest-performing banks in the country. The $4.7 billion, Oklahoma City-based bank has produced a pretax return on average ass…
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24 min
Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment
Bank advisers and market participants at S&P Global Market Intelligence's annual community bankers conference said bank M&A and IPO activity is in a holding pattern and will pick u…
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25 min
Ep. 138 - Assessing the impact of tariffs on US banks
The emergence of tariffs led to a broad selloff of US banks amid fears of slower economic growth or even a possible recession. Banks' first-quarter earnings season showed strong pe…
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31 min
Ep. 137 - Two top community bank performers share their special sauce
Each year, S&P Global Market Intelligence ranks top-performing financial institutions in the following categories: community banks $3 billion to $10 billion in assets, community ba…
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31 min
Ep. 136 – An activist's view of the banking industry
Activist investor John Palmer sees plenty of catalysts for bank stocks, including stronger fundamentals, attractive valuations and a resurgence in M&A activity among regional and c…
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31 min
Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open
The bank advisory community is optimistic that bank M&A activity will rebound in 2025 and they should be, according to Mercer Capital Managing Director Jeff Davis. In the episode,…
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33 min
Ep. 134 - KBW CEO says bank stocks still have room to run
Investors have flocked back to the bank group over the last five months as the fundamental environment has improved and the election results in November added legs to the rally, ac…
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29 min
Ep. 133 - Six reasons for a brighter bank M&A outlook
The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking s…