Join Michael Perito, Travillian’s Head of Bank Strategy, and Catherine Mealor, Managing Director at KBW and one of their senior research analysts covering the regional banking sector, as they dissect investors’ sentiment and expectations ahead of third-quarter bank earnings.
KBW has recently published a couple differentiated research reports looking at how the bank industry could be impacted by lower short-term rates and earnings expectations for the third quarter. This episode digs deep on the current state of the bank market, including highlighting the biggest upside and risks to forward earnings growth.
Catherine explains the delicate balance institutional investors face between focusing on near-term earnings performance and long-term growth, while also sharing some of her top picks for 2025.
This conversation is also available on Spotify and Apple Podcasts.
