A Visit from KBW to Discuss 3rd Quarter Bank Earnings

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.

Related Posts

Don’t Miss the Forest for the Trees: What We Took Away from Q3 Earnings

“…next time, let’s just give them the damn number” – probably the most memorable quote from third quarter 2024 earnings season from none other than J.P Morgan CEO Jamie Dimon,…

Read more

NEXT Forum: Shhh…Talking Politics in a Speakeasy

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel Casino & Spa in Atlantic City, NJ. Day of Education – Session #7 Shhh…Talking Politics in a Speakeasy – Tip…

Read more

NEXT Forum: Running with the High Rollers: Investment Session

The 2024 NEXT Forum, hosted by Travillian and Newcleus LLC at the Borgata Hotel & Casino in Atlantic City, NJ. Day of Education – Session #3 Running with the High…

Read more

Where a Wild Election Season Stands Today: Insights from Policy Strategist Brian Gardner

Join Michael Perito, Travillian’s Head of Bank Strategy, and Brian Gardner, Chief Washington Policy Strategist at Stifel Financial Corp., as they discuss the current state of the Presidential election, and…

Read more

Bankers Shore Up Their Industry Knowledge at the 2024 NEXT Forum in Atlantic City

Twenty-two financial services experts from 13 states across the U.S. came together in Atlantic City, N.J., as presenters at the first-ever financial services conference, NEXT Forum, co-hosted by Newcleus and…

Read more

Bank Sentiment Turning? What We Learned from Second Quarter Earnings

Expert Insights: Raymond James Analyst David Feaster on Bank Earnings, Market Sentiment, and Future Outlook Michael Perito, Head of Bank Strategy at Travillian, sat down with David Feaster, Senior Analyst…

Read more