Join Michael Perito, Travillian’s Head of Bank Strategy, and Catherine Mealor, Managing Director at KBW and on of their senior research analysts covering the regional banking sector, as they dissect investor’s 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 also explains the delicate balance with institutional investors’ focus between near-term earnings performance and longer-term growth and importantly provides some of her top picks looking ahead to 2025.