-
Regional banks are great investments for a two- or three-year time-horizon, says Sandy Villere
Sandy Villere, partner and portfolio manager at Villere & Co., joins 'The Exchange' to discuss opportunities in regional banks and investing in money market accounts.
published: 15 May 2023
-
How to play regional bank stocks
Christopher McGratty, the head of US bank research at KBW, a Stifel company, joins Josh Schafer and Madison Mills on Market Domination to discuss how to play regional banks during the Federal Reserve’s easing cycle. “The banking industry typically does better when rates are going up than down, but given the speed at which we tightened over the last couple of years, the opposite is true. We think banks will actually do better. Earnings will expand at a better pace as rates go down over the next one to two years.” McGratty tells Yahoo Finance he expects 25 basis point cuts from the Fed going forward, with rates coming down to 3% by the middle of 2025. He says investing in regional banks is “a bit of an unwind or a catch-up trade. As the yield curve has inverted, we have a positively sloped c...
published: 04 Oct 2024
-
Regional banks are experiencing stress and some are over-leveraged, says Tom Hulick
Tom Hulick, Strategy Asset Managers CEO, joins 'Power Lunch' to discuss if now is the time to avoid financial stocks, the gap between the Federal Reserve and equity markets, and more.
published: 01 Mar 2024
-
Regional banks bounce back: Here's what you need to know
CNBC's Leslie Picker joins 'Power Lunch' to discuss what's behind the regional bank rally and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
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Fo...
published: 23 Jul 2024
-
Big banks are targeting regional banks' customer base through Fintech
Hugh Son, CNBC.com reporter, joins 'Closing Bell Overtime' to talk more trouble for regional banks as big banks move in on their customer base. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNB...
published: 14 Sep 2023
-
Michael Burry Loaded Up on Regional Bank Stocks Amid Turmoil
Famed short-seller Michael Burry loaded up on regional lenders last quarter amid the turmoil in the industry, according to regulatory filings. Meanwhile, billionaire investing titans Stanley Druckenmiller and David Tepper loaded up on stocks benefiting from the artificial intelligence boom. Su Keenan reports on Bloomberg Television.
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on...
Twitter: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness/
Instagram: https://www.instagram.com/quicktake/?hl=en
published: 15 May 2023
-
Why Hundreds Of U.S. Banks Are At Risk Of Failing
Across the U.S., hundreds of small and regional banks are feeling stressed and may be at risk of failure. Of about 4,000 U.S. banks analyzed by the Klaros Group, 282 banks face stress from commercial real estate exposure and potential losses tied to higher interest rates. Most banks facing risks are categorized as small, or community, banks. Though the risk is less systemic compared to the Big Banks, community and regional banks are an important source of credit to local businesses and governments. “There’s no doubt in my mind there’s going to be more bank failures,” former chair of the U.S. Federal Deposit Insurance Corporation Sheila Bair told CNBC. Watch the video to learn more about the risk of commercial real estate, the role of interest rates on bank balance sheets and what it may ta...
published: 01 May 2024
-
Regional bank stocks continue plunge amid U.S. banking crisis fears
#bank #youtube #yahoofinance
Yahoo Finance Live's Seana Smith and Akiko Fujita discuss a decline in regional bank stocks amid continuing fears in the banking sector.
Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb
About Yahoo Finance:
At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
Yahoo Finance Plus: With a subscription to Yahoo Finance Plus get the tools you need to invest with confidence. Discover new opportunities with expert research and investment ideas backed by technical and fundamental analysis. Optimize your trades with advanced portfolio insights, fundamental analysis, enhanced charting, and more.
To learn more about Yah...
published: 04 May 2023
-
Unsustainability of Regional Banks
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.
--------
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on...
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published: 19 May 2023
-
Regional bank stocks: 'There is reason for concern' strategist says
Earnings performances have perpetuated beliefs there are still "haves and have not" companies, according to Roundhill Investments Chief Strategy Officer Dave Mazza, who includes the Magnificent Seven components in his summary of fourth-quarter earnings winners.
Mazza joins Yahoo Finance to break down what he is seeing in earnings trends as tech stocks fly high on AI drivers.
"You can choose really two companies in any sector and say who's done it right and who's done it well, and really what investors are focusing here is on that efficiency," Mazza says. "It's a sad thing to say, but companies that have embarked on layoffs are being rewarded by the market because it's improving their profit margins and the like. To me, it's not clear that it's all clear on the earnings side, but we are see...
published: 07 Feb 2024
4:33
Regional banks are great investments for a two- or three-year time-horizon, says Sandy Villere
Sandy Villere, partner and portfolio manager at Villere & Co., joins 'The Exchange' to discuss opportunities in regional banks and investing in money market acc...
Sandy Villere, partner and portfolio manager at Villere & Co., joins 'The Exchange' to discuss opportunities in regional banks and investing in money market accounts.
https://wn.com/Regional_Banks_Are_Great_Investments_For_A_Two_Or_Three_Year_Time_Horizon,_Says_Sandy_Villere
Sandy Villere, partner and portfolio manager at Villere & Co., joins 'The Exchange' to discuss opportunities in regional banks and investing in money market accounts.
- published: 15 May 2023
- views: 4329
6:26
How to play regional bank stocks
Christopher McGratty, the head of US bank research at KBW, a Stifel company, joins Josh Schafer and Madison Mills on Market Domination to discuss how to play re...
Christopher McGratty, the head of US bank research at KBW, a Stifel company, joins Josh Schafer and Madison Mills on Market Domination to discuss how to play regional banks during the Federal Reserve’s easing cycle. “The banking industry typically does better when rates are going up than down, but given the speed at which we tightened over the last couple of years, the opposite is true. We think banks will actually do better. Earnings will expand at a better pace as rates go down over the next one to two years.” McGratty tells Yahoo Finance he expects 25 basis point cuts from the Fed going forward, with rates coming down to 3% by the middle of 2025. He says investing in regional banks is “a bit of an unwind or a catch-up trade. As the yield curve has inverted, we have a positively sloped curve for the first time in a couple of years; traditional spread-based lenders should do better. So banks that make their money [by] loaning money out and making a spread, they should do better as rates come down.” McGratty says “Companies like Comerica, historically one of the banks that you'd want to own on the upcycle, is actually one of the best plays on the down cycle… Overall, the small regional banks should do better than your traditional universal money center. Banks that did better on the way up. So it's a bit of a torch passing between the groups.” He acknowledges some investors may still have scars from the regional bank crisis of 2023 but says the sector has largely recovered with earnings on the horizon. “The industry has proven resilient. The deposit situation at the industry level has proven resilient. We're back to growth, and less of the conversations are about sustainability and [whether] the banks will survive. But it's also what is the normalized earnings power of this sector.” McGratty expects positive earnings growth in 2025 and 2026, which could attract investors looking for a longer-term play.
#stockmarket #news #youtube
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
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Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
https://wn.com/How_To_Play_Regional_Bank_Stocks
Christopher McGratty, the head of US bank research at KBW, a Stifel company, joins Josh Schafer and Madison Mills on Market Domination to discuss how to play regional banks during the Federal Reserve’s easing cycle. “The banking industry typically does better when rates are going up than down, but given the speed at which we tightened over the last couple of years, the opposite is true. We think banks will actually do better. Earnings will expand at a better pace as rates go down over the next one to two years.” McGratty tells Yahoo Finance he expects 25 basis point cuts from the Fed going forward, with rates coming down to 3% by the middle of 2025. He says investing in regional banks is “a bit of an unwind or a catch-up trade. As the yield curve has inverted, we have a positively sloped curve for the first time in a couple of years; traditional spread-based lenders should do better. So banks that make their money [by] loaning money out and making a spread, they should do better as rates come down.” McGratty says “Companies like Comerica, historically one of the banks that you'd want to own on the upcycle, is actually one of the best plays on the down cycle… Overall, the small regional banks should do better than your traditional universal money center. Banks that did better on the way up. So it's a bit of a torch passing between the groups.” He acknowledges some investors may still have scars from the regional bank crisis of 2023 but says the sector has largely recovered with earnings on the horizon. “The industry has proven resilient. The deposit situation at the industry level has proven resilient. We're back to growth, and less of the conversations are about sustainability and [whether] the banks will survive. But it's also what is the normalized earnings power of this sector.” McGratty expects positive earnings growth in 2025 and 2026, which could attract investors looking for a longer-term play.
#stockmarket #news #youtube
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
Instagram: https://www.instagram.com/yahoofinance/?hl=en
TikTok: https://www.tiktok.com/@yahoofinance?lang=en
Facebook: https://www.facebook.com/yahoofinance/
LinkedIn: https://www.linkedin.com/company/yahoo-finance
- published: 04 Oct 2024
- views: 853
3:41
Regional banks are experiencing stress and some are over-leveraged, says Tom Hulick
Tom Hulick, Strategy Asset Managers CEO, joins 'Power Lunch' to discuss if now is the time to avoid financial stocks, the gap between the Federal Reserve and eq...
Tom Hulick, Strategy Asset Managers CEO, joins 'Power Lunch' to discuss if now is the time to avoid financial stocks, the gap between the Federal Reserve and equity markets, and more.
https://wn.com/Regional_Banks_Are_Experiencing_Stress_And_Some_Are_Over_Leveraged,_Says_Tom_Hulick
Tom Hulick, Strategy Asset Managers CEO, joins 'Power Lunch' to discuss if now is the time to avoid financial stocks, the gap between the Federal Reserve and equity markets, and more.
- published: 01 Mar 2024
- views: 5887
3:30
Regional banks bounce back: Here's what you need to know
CNBC's Leslie Picker joins 'Power Lunch' to discuss what's behind the regional bank rally and more. For access to live and exclusive video from CNBC subscribe t...
CNBC's Leslie Picker joins 'Power Lunch' to discuss what's behind the regional bank rally and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
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https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
https://wn.com/Regional_Banks_Bounce_Back_Here's_What_You_Need_To_Know
CNBC's Leslie Picker joins 'Power Lunch' to discuss what's behind the regional bank rally and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
- published: 23 Jul 2024
- views: 1716
5:29
Big banks are targeting regional banks' customer base through Fintech
Hugh Son, CNBC.com reporter, joins 'Closing Bell Overtime' to talk more trouble for regional banks as big banks move in on their customer base. For access to li...
Hugh Son, CNBC.com reporter, joins 'Closing Bell Overtime' to talk more trouble for regional banks as big banks move in on their customer base. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
https://wn.com/Big_Banks_Are_Targeting_Regional_Banks'_Customer_Base_Through_Fintech
Hugh Son, CNBC.com reporter, joins 'Closing Bell Overtime' to talk more trouble for regional banks as big banks move in on their customer base. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
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Get the latest news: http://www.cnbc.com/
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https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
- published: 14 Sep 2023
- views: 5283
2:46
Michael Burry Loaded Up on Regional Bank Stocks Amid Turmoil
Famed short-seller Michael Burry loaded up on regional lenders last quarter amid the turmoil in the industry, according to regulatory filings. Meanwhile, billio...
Famed short-seller Michael Burry loaded up on regional lenders last quarter amid the turmoil in the industry, according to regulatory filings. Meanwhile, billionaire investing titans Stanley Druckenmiller and David Tepper loaded up on stocks benefiting from the artificial intelligence boom. Su Keenan reports on Bloomberg Television.
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
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https://wn.com/Michael_Burry_Loaded_Up_On_Regional_Bank_Stocks_Amid_Turmoil
Famed short-seller Michael Burry loaded up on regional lenders last quarter amid the turmoil in the industry, according to regulatory filings. Meanwhile, billionaire investing titans Stanley Druckenmiller and David Tepper loaded up on stocks benefiting from the artificial intelligence boom. Su Keenan reports on Bloomberg Television.
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on...
Twitter: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness/
Instagram: https://www.instagram.com/quicktake/?hl=en
- published: 15 May 2023
- views: 26387
14:19
Why Hundreds Of U.S. Banks Are At Risk Of Failing
Across the U.S., hundreds of small and regional banks are feeling stressed and may be at risk of failure. Of about 4,000 U.S. banks analyzed by the Klaros Group...
Across the U.S., hundreds of small and regional banks are feeling stressed and may be at risk of failure. Of about 4,000 U.S. banks analyzed by the Klaros Group, 282 banks face stress from commercial real estate exposure and potential losses tied to higher interest rates. Most banks facing risks are categorized as small, or community, banks. Though the risk is less systemic compared to the Big Banks, community and regional banks are an important source of credit to local businesses and governments. “There’s no doubt in my mind there’s going to be more bank failures,” former chair of the U.S. Federal Deposit Insurance Corporation Sheila Bair told CNBC. Watch the video to learn more about the risk of commercial real estate, the role of interest rates on bank balance sheets and what it may take to relieve stress on banks — from regulation to mergers and acquisitions.
Chapters:
1:40 Chapter 1 - Stressed banks
4:56 Chapter 2 - Commercial real estate
6:21 Chapter 3 - ‘Unrealized’ losses
7:51 Chapter 4 - Rescuing banks
9:58 Chapter 5 - Regulation
11:57 Chapter 6 - Bank failures
Produced and Edited by: Andrea Miller
Reporting by: Hugh Son
Animation: Christina Locopo
Supervising Producer: Lindsey Jacobson
Additional Footage: Getty Images
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
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#CNBC
Why Hundreds Of U.S. Banks Are At Risk Of Failing
https://wn.com/Why_Hundreds_Of_U.S._Banks_Are_At_Risk_Of_Failing
Across the U.S., hundreds of small and regional banks are feeling stressed and may be at risk of failure. Of about 4,000 U.S. banks analyzed by the Klaros Group, 282 banks face stress from commercial real estate exposure and potential losses tied to higher interest rates. Most banks facing risks are categorized as small, or community, banks. Though the risk is less systemic compared to the Big Banks, community and regional banks are an important source of credit to local businesses and governments. “There’s no doubt in my mind there’s going to be more bank failures,” former chair of the U.S. Federal Deposit Insurance Corporation Sheila Bair told CNBC. Watch the video to learn more about the risk of commercial real estate, the role of interest rates on bank balance sheets and what it may take to relieve stress on banks — from regulation to mergers and acquisitions.
Chapters:
1:40 Chapter 1 - Stressed banks
4:56 Chapter 2 - Commercial real estate
6:21 Chapter 3 - ‘Unrealized’ losses
7:51 Chapter 4 - Rescuing banks
9:58 Chapter 5 - Regulation
11:57 Chapter 6 - Bank failures
Produced and Edited by: Andrea Miller
Reporting by: Hugh Son
Animation: Christina Locopo
Supervising Producer: Lindsey Jacobson
Additional Footage: Getty Images
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to make extra money outside of your day job? Take CNBC’s new online course How to Earn Passive Income Online to learn about common passive income streams. Register today: https://cnb.cx/3Iwblnk
Connect with CNBC News Online
Get the latest news: https://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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#CNBC
Why Hundreds Of U.S. Banks Are At Risk Of Failing
- published: 01 May 2024
- views: 834143
1:15
Regional bank stocks continue plunge amid U.S. banking crisis fears
#bank #youtube #yahoofinance
Yahoo Finance Live's Seana Smith and Akiko Fujita discuss a decline in regional bank stocks amid continuing fears in the banking s...
#bank #youtube #yahoofinance
Yahoo Finance Live's Seana Smith and Akiko Fujita discuss a decline in regional bank stocks amid continuing fears in the banking sector.
Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb
About Yahoo Finance:
At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
Yahoo Finance Plus: With a subscription to Yahoo Finance Plus get the tools you need to invest with confidence. Discover new opportunities with expert research and investment ideas backed by technical and fundamental analysis. Optimize your trades with advanced portfolio insights, fundamental analysis, enhanced charting, and more.
To learn more about Yahoo Finance Plus please visit: https://yhoo.it/33jXYBp
Connect with Yahoo Finance:
Get the latest news: https://yhoo.it/2fGu5Bb
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https://wn.com/Regional_Bank_Stocks_Continue_Plunge_Amid_U.S._Banking_Crisis_Fears
#bank #youtube #yahoofinance
Yahoo Finance Live's Seana Smith and Akiko Fujita discuss a decline in regional bank stocks amid continuing fears in the banking sector.
Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb
About Yahoo Finance:
At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
Yahoo Finance Plus: With a subscription to Yahoo Finance Plus get the tools you need to invest with confidence. Discover new opportunities with expert research and investment ideas backed by technical and fundamental analysis. Optimize your trades with advanced portfolio insights, fundamental analysis, enhanced charting, and more.
To learn more about Yahoo Finance Plus please visit: https://yhoo.it/33jXYBp
Connect with Yahoo Finance:
Get the latest news: https://yhoo.it/2fGu5Bb
Find Yahoo Finance on Facebook: http://bit.ly/2A9u5Zq
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Follow Yahoo Finance on Instagram: http://bit.ly/2LOpNYz
Follow Yahoo Finance Premium on Twitter: https://bit.ly/3hhcnmV
- published: 04 May 2023
- views: 1381
6:33
Unsustainability of Regional Banks
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.
----...
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.
--------
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on...
Twitter: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
https://wn.com/Unsustainability_Of_Regional_Banks
Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and that community banks show remarkable stability.
--------
Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com
Connect with us on...
Twitter: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
- published: 19 May 2023
- views: 3195
9:13
Regional bank stocks: 'There is reason for concern' strategist says
Earnings performances have perpetuated beliefs there are still "haves and have not" companies, according to Roundhill Investments Chief Strategy Officer Dave Ma...
Earnings performances have perpetuated beliefs there are still "haves and have not" companies, according to Roundhill Investments Chief Strategy Officer Dave Mazza, who includes the Magnificent Seven components in his summary of fourth-quarter earnings winners.
Mazza joins Yahoo Finance to break down what he is seeing in earnings trends as tech stocks fly high on AI drivers.
"You can choose really two companies in any sector and say who's done it right and who's done it well, and really what investors are focusing here is on that efficiency," Mazza says. "It's a sad thing to say, but companies that have embarked on layoffs are being rewarded by the market because it's improving their profit margins and the like. To me, it's not clear that it's all clear on the earnings side, but we are seeing some companies really put up some strong numbers.
#youtube #bank #stockmarket
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: http://twitter.com/YahooFinance
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https://wn.com/Regional_Bank_Stocks_'There_Is_Reason_For_Concern'_Strategist_Says
Earnings performances have perpetuated beliefs there are still "haves and have not" companies, according to Roundhill Investments Chief Strategy Officer Dave Mazza, who includes the Magnificent Seven components in his summary of fourth-quarter earnings winners.
Mazza joins Yahoo Finance to break down what he is seeing in earnings trends as tech stocks fly high on AI drivers.
"You can choose really two companies in any sector and say who's done it right and who's done it well, and really what investors are focusing here is on that efficiency," Mazza says. "It's a sad thing to say, but companies that have embarked on layoffs are being rewarded by the market because it's improving their profit margins and the like. To me, it's not clear that it's all clear on the earnings side, but we are seeing some companies really put up some strong numbers.
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- published: 07 Feb 2024
- views: 8364